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
451
$19M 0.04%
64,262
+5,626
452
$19M 0.04%
378,197
+182,591
453
$18.9M 0.04%
102,828
-407
454
$18.8M 0.04%
66,111
+3,584
455
$18.6M 0.04%
125,716
+23,030
456
$18.6M 0.04%
167,944
+36,549
457
$18.6M 0.04%
881,036
+185,858
458
$18.5M 0.04%
50,141
-4,053
459
$18.5M 0.04%
495,555
+442,177
460
$18.2M 0.04%
267,934
-19,325
461
$18.1M 0.04%
75,665
+4,217
462
$18.1M 0.04%
362,609
+74,481
463
$17.9M 0.04%
441,411
+19,993
464
$17.8M 0.04%
109,460
+554
465
$17.8M 0.04%
427,670
+280
466
$17.8M 0.04%
360,135
+31,385
467
$17.7M 0.04%
64,094
-507
468
$17.7M 0.04%
189,999
+151,908
469
$17.7M 0.04%
663,405
+9,780
470
$17.6M 0.04%
87,554
+3,244
471
$17.5M 0.04%
234,675
+44,340
472
$17.5M 0.04%
653,023
+58,929
473
$17.4M 0.04%
126,403
+28,592
474
$17.4M 0.04%
188,746
+13,344
475
$17.4M 0.04%
2,547,828
-222,390
17 18
19
20 21