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
2451
$601K ﹤0.01%
7,068
+267
2452
$601K ﹤0.01%
4,764
-448
2453
$598K ﹤0.01%
18,747
2454
$598K ﹤0.01%
71,882
+26,881
2455
$598K ﹤0.01%
11,227
+2,236
2456
$597K ﹤0.01%
13,882
+2,948
2457
$597K ﹤0.01%
33,176
+505
2458
$596K ﹤0.01%
9,958
+4,338
2459
$596K ﹤0.01%
137,030
+37,076
2460
$595K ﹤0.01%
14,988
+6,803
2461
$595K ﹤0.01%
10,084
-476
2462
$595K ﹤0.01%
5,852
-890
2463
$593K ﹤0.01%
8,003
-1,674
2464
$593K ﹤0.01%
54,896
-7,662
2465
$589K ﹤0.01%
10,899
+1,035
2466
$589K ﹤0.01%
17,474
+935
2467
$588K ﹤0.01%
12,129
+19
2468
$588K ﹤0.01%
4,886
+1,776
2469
$587K ﹤0.01%
122,260
+108,400
2470
$584K ﹤0.01%
23,046
-22,835
2471
$583K ﹤0.01%
+21,413
2472
$582K ﹤0.01%
29,930
-1,571
2473
$582K ﹤0.01%
49,394
+20,643
2474
$581K ﹤0.01%
11,414
-10
2475
$581K ﹤0.01%
21,264
-8,924
97 98
99
100 101