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
426
$20.1M 0.04%
97,921
+8,507
427
$20.1M 0.04%
925,051
-4,485
428
$20.1M 0.04%
108,850
+10,148
429
$20M 0.04%
93,988
+1,437
430
$20M 0.04%
93,958
+1,914
431
$20M 0.04%
168,400
-1,254
432
$19.7M 0.04%
140,829
+16,724
433
$19.7M 0.04%
231,531
+75,373
434
$19.7M 0.04%
256,029
+18,658
435
$19.7M 0.04%
92,520
+31,897
436
$19.6M 0.04%
185,677
-3,040
437
$19.6M 0.04%
169,285
+3,675
438
$19.5M 0.04%
232,234
+2,641
439
$19.5M 0.04%
36,595
+565
440
$19.4M 0.04%
455,252
+379,095
441
$19.4M 0.04%
1,057,469
+133,104
442
$19.4M 0.04%
256,568
+16,316
443
$19.3M 0.04%
800,303
+44,669
444
$19.2M 0.04%
829,222
-57,002
445
$19.2M 0.04%
33,668
-5,406
446
$19.2M 0.04%
69,593
+11,082
447
$19.2M 0.04%
500,096
+8,876
448
$19.1M 0.04%
1,043,412
+25,411
449
$19.1M 0.04%
451,323
+13,437
450
$19M 0.04%
792,407
+65,654
16 17
18
19 20