Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.4B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,845
New
Increased
Reduced
Closed

Top Buys

1
+$71.7M
2
+$50M
3
+$46.5M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$43.7M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$33M

Top Sells

1
+$183M
2
+$99.5M
3
+$70.5M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$32.2M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$30.4M

Sector Composition

1 Technology 10.86%
2 Financials 4.09%
3 Consumer Discretionary 3.6%
4 Healthcare 3.52%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
$665K ﹤0.01%
9,352
-4,220
2377
$665K ﹤0.01%
4,380
+326
2378
$665K ﹤0.01%
17,568
+1,327
2379
$665K ﹤0.01%
17,659
+4,877
2380
$665K ﹤0.01%
90,655
-1,284
2381
$664K ﹤0.01%
14,611
-1,662
2382
$663K ﹤0.01%
29,514
-3,699
2383
$663K ﹤0.01%
21,407
+752
2384
$659K ﹤0.01%
166,785
-6,805
2385
$657K ﹤0.01%
7,025
-2,697
2386
$657K ﹤0.01%
14,283
+224
2387
$656K ﹤0.01%
36,995
+6,823
2388
$656K ﹤0.01%
19,697
+349
2389
$656K ﹤0.01%
26,893
-787
2390
$654K ﹤0.01%
8,056
+155
2391
$652K ﹤0.01%
+12,652
2392
$651K ﹤0.01%
21,711
-206
2393
$651K ﹤0.01%
38,402
-2,604
2394
$651K ﹤0.01%
8,220
-246
2395
$651K ﹤0.01%
16,405
+76
2396
$649K ﹤0.01%
36,905
+6,961
2397
$649K ﹤0.01%
21,044
-3,240
2398
$648K ﹤0.01%
13,979
-1,394
2399
$647K ﹤0.01%
24,412
+55
2400
$647K ﹤0.01%
47,243
-18,911
94 95
96
97 98