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
$47.8B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,905
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$88.5M
3
+$61.8M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$61.8M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$59.5M

Top Sells

1
+$57.9M
2
+$49.1M
3
+$29.4M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$28.5M
5
VTWG icon
Vanguard Russell 2000 Growth ETF
VTWG
+$24.2M

Sector Composition

1 Technology 10.91%
2 Financials 4.5%
3 Consumer Discretionary 3.96%
4 Healthcare 2.93%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42.9M 0.09%
144,665
+778
227
$42.9M 0.09%
665,614
+45,308
228
$42.5M 0.09%
710,940
+36,713
229
$42.4M 0.09%
1,270,636
+80,948
230
$42.3M 0.09%
373,755
-7,668
231
$42.3M 0.09%
456,457
+5,424
232
$42M 0.09%
838,934
+66,740
233
$41.6M 0.09%
430,045
+32,329
234
$41.4M 0.09%
1,512,452
+79,631
235
$41.3M 0.09%
463,320
+47,852
236
$41.2M 0.09%
964,270
+140,026
237
$41.1M 0.09%
454,998
+50,925
238
$40.8M 0.09%
91,842
+4,889
239
$40.7M 0.09%
821,905
-242,255
240
$40.7M 0.09%
1,608,488
+54,445
241
$40.5M 0.08%
1,078,736
-10,421
242
$40.3M 0.08%
313,065
-2,184
243
$39.3M 0.08%
172,434
-3,822
244
$39.3M 0.08%
949,068
+114,078
245
$38.7M 0.08%
239,324
+2,019
246
$38.5M 0.08%
806,014
+294,882
247
$38.2M 0.08%
841,589
+24,988
248
$38.1M 0.08%
898,083
+86,987
249
$37.9M 0.08%
293,256
+3,703
250
$37.9M 0.08%
232,821
-7,492
8 9
10
11 12