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
301
$30.9M 0.06%
983,926
+66,545
302
$30.8M 0.06%
1,251,064
+226,748
303
$30.8M 0.06%
134,273
+1,189
304
$30.8M 0.06%
1,334,596
+59,561
305
$30.5M 0.06%
480,847
+16,516
306
$30.5M 0.06%
877,009
+438,497
307
$30.4M 0.06%
104,734
+2,553
308
$30.2M 0.06%
1,159,773
-58,236
309
$30.2M 0.06%
58,115
-2,078
310
$30.1M 0.06%
376,398
+18,686
311
$30.1M 0.06%
47,840
+1,039
312
$29.8M 0.06%
947,651
+137,059
313
$29.8M 0.06%
282,085
+17,381
314
$29.8M 0.06%
279,246
-26,484
315
$29.6M 0.06%
732,630
-177,398
316
$29.6M 0.06%
88,452
+24,384
317
$29.5M 0.06%
483,093
-30,213
318
$29.5M 0.06%
243,190
+4,427
319
$29.3M 0.06%
636,151
+70,887
320
$29.2M 0.06%
878,064
+27,613
321
$29.1M 0.06%
584,519
+63,700
322
$29.1M 0.06%
1,574,052
+81,226
323
$29.1M 0.06%
777,242
-74,697
324
$29.1M 0.06%
100,480
-18,585
325
$29M 0.06%
1,247,030
+84,765
11 12
13
14 15