Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $59.3B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
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 10.87%
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
1
$1.17B 2.69%
2,137,191
-128,742
2
$1.1B 2.53%
5,216,955
-870,066
3
$851M 1.96%
1,904,897
-30,621
4
$821M 1.89%
6,644,561
-161,349
5
$788M 1.81%
1,644,645
+40,118
6
$704M 1.62%
1,293,804
+29,488
7
$633M 1.46%
2,365,923
-42,051
8
$626M 1.44%
1,252,066
+41,742
9
$551M 1.27%
2,849,274
-514,881
10
$482M 1.11%
1,323,003
+10,606
11
$405M 0.93%
8,963,758
+310,052
12
$389M 0.9%
1,040,159
+3,921
13
$368M 0.85%
3,786,584
-40,824
14
$361M 0.83%
2,251,928
+66,548
15
$354M 0.82%
4,915,624
+108,323
16
$311M 0.72%
1,818,433
+140,769
17
$307M 0.71%
3,320,633
+775,318
18
$304M 0.7%
5,045,863
+7,176
19
$289M 0.67%
3,150,778
-154,746
20
$263M 0.61%
1,443,228
-86,501
21
$256M 0.59%
1,405,171
-5,345
22
$249M 0.57%
612,491
-31,190
23
$242M 0.56%
3,335,341
-3,994
24
$237M 0.55%
4,188,012
+52,301
25
$237M 0.55%
4,347,535
+478,854
1
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