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
351
$26.9M 0.06%
665,845
+15,157
352
$26.7M 0.06%
571,718
+7,265
353
$26.6M 0.06%
386,409
+5,487
354
$26.6M 0.06%
377,644
+13,230
355
$26.6M 0.06%
379,656
+20,074
356
$26.3M 0.06%
229,804
-31,124
357
$26.3M 0.06%
515,904
-5,118
358
$26.2M 0.05%
560,322
-19,776
359
$26.2M 0.05%
344,978
+15,796
360
$26.1M 0.05%
425,793
-2,500
361
$25.8M 0.05%
249,888
+4,558
362
$25.6M 0.05%
+1,254,090
363
$25.6M 0.05%
424,975
-10,913
364
$25.4M 0.05%
379,339
+27,815
365
$25.3M 0.05%
131,123
+9,068
366
$25.2M 0.05%
499,410
+50,795
367
$24.6M 0.05%
216,767
+57,965
368
$24.5M 0.05%
320,226
+10,495
369
$24.2M 0.05%
530,152
+3,640
370
$24.1M 0.05%
767,323
+169,004
371
$24.1M 0.05%
191,487
+19,195
372
$24M 0.05%
263,965
-118,961
373
$23.7M 0.05%
205,829
-3,665
374
$23.7M 0.05%
+328,244
375
$23.6M 0.05%
513,320
+44,686
13 14
15
16 17