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
2401
$644K ﹤0.01%
27,159
+2,058
2402
$642K ﹤0.01%
13,665
+1,655
2403
$642K ﹤0.01%
13,620
-2,676
2404
$641K ﹤0.01%
22,178
+4,984
2405
$640K ﹤0.01%
+140,000
2406
$640K ﹤0.01%
17,109
+1,637
2407
$639K ﹤0.01%
9,115
-1,950
2408
$637K ﹤0.01%
11,142
+1,678
2409
$637K ﹤0.01%
88,789
+3
2410
$636K ﹤0.01%
41,601
+24,622
2411
$636K ﹤0.01%
5,511
+10
2412
$636K ﹤0.01%
29,819
+1,980
2413
$634K ﹤0.01%
52,985
-3,071
2414
$632K ﹤0.01%
11,718
-2,360
2415
$632K ﹤0.01%
4,561
-562
2416
$632K ﹤0.01%
8,370
-866
2417
$632K ﹤0.01%
11,477
+153
2418
$631K ﹤0.01%
8,619
-483
2419
$630K ﹤0.01%
5,530
-711
2420
$630K ﹤0.01%
23,781
-13,523
2421
$629K ﹤0.01%
49,295
+7,776
2422
$629K ﹤0.01%
13,471
-807
2423
$628K ﹤0.01%
+17,078
2424
$628K ﹤0.01%
36,914
-3,310
2425
$624K ﹤0.01%
109,487
-10,483
95 96
97
98 99