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
251
$37.8M 0.08%
898,136
-192,454
252
$37.8M 0.08%
107,466
+5,069
253
$37.6M 0.08%
747,095
+20,988
254
$37.4M 0.08%
371,884
+624
255
$37.3M 0.08%
331,889
-120,024
256
$37.1M 0.08%
226,156
+4,568
257
$37.1M 0.08%
7,462
-374
258
$36.4M 0.08%
301,019
+11,548
259
$36.4M 0.08%
193,864
-3,882
260
$36.3M 0.08%
490,376
+33,701
261
$36M 0.08%
636,709
+50,830
262
$35.9M 0.08%
741,949
+18,814
263
$35.9M 0.08%
1,095,436
-58,979
264
$35.8M 0.07%
62,875
-3,187
265
$35.8M 0.07%
177,416
+7,567
266
$35.8M 0.07%
337,411
+20,654
267
$35.6M 0.07%
541,391
+61,503
268
$35.4M 0.07%
1,043,218
+204,824
269
$35.3M 0.07%
1,190,512
+307,326
270
$35.3M 0.07%
584,949
-5,867
271
$35.1M 0.07%
278,681
+16,076
272
$35.1M 0.07%
354,128
+174,995
273
$35.1M 0.07%
67,202
+3,440
274
$34.9M 0.07%
714,445
+48,200
275
$34.9M 0.07%
444,864
+104,769
9 10
11
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