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
476
$17.4M 0.04%
225,302
+71,964
477
$17.3M 0.04%
359,807
-25,479
478
$17.3M 0.04%
319,934
-71,878
479
$17.2M 0.04%
202,054
+1,729
480
$17.2M 0.04%
129,858
-71,980
481
$17.1M 0.04%
263,332
+43,721
482
$17.1M 0.04%
370,925
+40,590
483
$17.1M 0.04%
92,457
+3,261
484
$17M 0.04%
224,519
+12,181
485
$16.9M 0.04%
283,097
-12,153
486
$16.8M 0.04%
416,053
+19,920
487
$16.8M 0.04%
60,237
+3,958
488
$16.6M 0.03%
207,515
+9,265
489
$16.5M 0.03%
435,767
+274,017
490
$16.4M 0.03%
60,647
-31,620
491
$16.4M 0.03%
392,939
+29,388
492
$16.4M 0.03%
221,267
-25,191
493
$16.4M 0.03%
255,663
-4,202
494
$16.3M 0.03%
352,275
+34,152
495
$16.3M 0.03%
138,782
-1,865
496
$16.3M 0.03%
120,381
+3,379
497
$16.3M 0.03%
368,528
+28,257
498
$16.2M 0.03%
15,395
-707
499
$16.2M 0.03%
63,771
+556
500
$16.2M 0.03%
721,523
+189,844
18 19
20
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