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
326
$29M 0.06%
626,556
+75,838
327
$29M 0.06%
309,425
+1,992
328
$28.6M 0.06%
301,544
+18,391
329
$28.5M 0.06%
419,953
+208,076
330
$28.5M 0.06%
284,828
+98,990
331
$28.5M 0.06%
319,161
+14,789
332
$28.5M 0.06%
1,021,903
+128,488
333
$28.4M 0.06%
1,171,962
+126,726
334
$28.4M 0.06%
267,941
+49,601
335
$28.3M 0.06%
296,944
+8,894
336
$28.1M 0.06%
764,638
+42,923
337
$28.1M 0.06%
351,606
+12,776
338
$28.1M 0.06%
379,230
-7,944
339
$28M 0.06%
585,526
-7,191
340
$27.7M 0.06%
681,255
-49,825
341
$27.6M 0.06%
75,498
-125
342
$27.6M 0.06%
240,392
-2,007
343
$27.5M 0.06%
258,786
+9,490
344
$27.5M 0.06%
455,770
+59,248
345
$27.4M 0.06%
104,173
+5,561
346
$27.4M 0.06%
1,396,837
+69,643
347
$27.1M 0.06%
218,987
-9,573
348
$27.1M 0.06%
1,028,433
+10,073
349
$27M 0.06%
1,079,428
+8,706
350
$26.9M 0.06%
57,417
-201
12 13
14
15 16