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
401
$21.5M 0.05%
250,482
-36,846
402
$21.5M 0.05%
65,424
+13,146
403
$21.4M 0.04%
97,170
+1,038
404
$21.4M 0.04%
523,458
+94,768
405
$21.3M 0.04%
824,585
+210,085
406
$21.3M 0.04%
410,982
+36,342
407
$21.2M 0.04%
229,944
-3,422
408
$21.2M 0.04%
234,467
+3,328
409
$21.1M 0.04%
617,155
+226,850
410
$21M 0.04%
60,278
+1,309
411
$21M 0.04%
61,674
+3,681
412
$20.9M 0.04%
808,231
+26,417
413
$20.8M 0.04%
514,228
+21,483
414
$20.8M 0.04%
442,491
+134,244
415
$20.7M 0.04%
92,635
+18,953
416
$20.7M 0.04%
801,275
+2,433
417
$20.7M 0.04%
29,350
+629
418
$20.6M 0.04%
261,075
+13,200
419
$20.6M 0.04%
413,694
-100,607
420
$20.6M 0.04%
474,619
+21,068
421
$20.5M 0.04%
212,856
+28,352
422
$20.4M 0.04%
703,388
-72,913
423
$20.2M 0.04%
392,674
+56,688
424
$20.2M 0.04%
371,306
+100,785
425
$20.1M 0.04%
43,530
+8,356
15 16
17
18 19