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
2426
$622K ﹤0.01%
38,514
+1,716
2427
$622K ﹤0.01%
1,206
-87
2428
$621K ﹤0.01%
30,621
+8,177
2429
$621K ﹤0.01%
43,513
-1,008
2430
$621K ﹤0.01%
51,840
-1,410
2431
$620K ﹤0.01%
91,087
+3,108
2432
$618K ﹤0.01%
33,074
-5,713
2433
$617K ﹤0.01%
13,833
+4,184
2434
$616K ﹤0.01%
57,544
+15,342
2435
$616K ﹤0.01%
3,578
-129
2436
$614K ﹤0.01%
28,689
+4,546
2437
$614K ﹤0.01%
21,460
+5,216
2438
$613K ﹤0.01%
6,180
-1,691
2439
$613K ﹤0.01%
48,335
-19,447
2440
$612K ﹤0.01%
25,330
-2,519
2441
$612K ﹤0.01%
23,674
-1,790
2442
$611K ﹤0.01%
4,102
+447
2443
$610K ﹤0.01%
9,166
-121
2444
$609K ﹤0.01%
27,329
+11,510
2445
$606K ﹤0.01%
17,770
+8,400
2446
$605K ﹤0.01%
26,388
+2,249
2447
$605K ﹤0.01%
3,468
+120
2448
$604K ﹤0.01%
5,004
-758
2449
$603K ﹤0.01%
7,521
+593
2450
$601K ﹤0.01%
11,418
-1,526
96 97
98
99 100