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
26
$243M 0.51%
1,050,236
-21,863
27
$241M 0.5%
3,428,071
+34,515
28
$238M 0.5%
1,131,917
+102,794
29
$236M 0.49%
584,822
+33,381
30
$228M 0.48%
1,231,116
+127,497
31
$227M 0.48%
4,756,979
+174,092
32
$218M 0.46%
2,388,241
+342,314
33
$215M 0.45%
898,632
+16,658
34
$215M 0.45%
1,867,475
+74,366
35
$209M 0.44%
3,624,250
-224,897
36
$208M 0.43%
4,057,687
+371,348
37
$204M 0.43%
646,948
+13,450
38
$204M 0.43%
7,304,069
-71,071
39
$201M 0.42%
762,556
+7,019
40
$197M 0.41%
1,546,608
-39,922
41
$190M 0.4%
997,791
+5,620
42
$188M 0.39%
3,831,568
-57,371
43
$184M 0.38%
2,664,733
+291,028
44
$180M 0.38%
775,594
+9,693
45
$180M 0.38%
232,598
+5,806
46
$173M 0.36%
714,291
+31,140
47
$173M 0.36%
1,623,043
+128,651
48
$173M 0.36%
1,781,913
+285,548
49
$171M 0.36%
439,797
+11,492
50
$170M 0.36%
2,105,625
+140,375
1
2
3 4 5