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
501
$16.1M 0.03%
85,871
-16,699
502
$16.1M 0.03%
76,594
-1,479
503
$16.1M 0.03%
153,035
-18,045
504
$15.9M 0.03%
270,704
+26,159
505
$15.8M 0.03%
741,580
+225,681
506
$15.7M 0.03%
506,074
+620
507
$15.7M 0.03%
572,588
+161,849
508
$15.6M 0.03%
133,910
-25,000
509
$15.6M 0.03%
469,108
+127,535
510
$15.5M 0.03%
24,648
-1,139
511
$15.5M 0.03%
189,333
+4,149
512
$15.4M 0.03%
139,912
-4,669
513
$15.4M 0.03%
65,720
-1,315
514
$15.3M 0.03%
313,280
-3,011
515
$15.3M 0.03%
171,417
-5,238
516
$15.3M 0.03%
423,724
-24,782
517
$15.3M 0.03%
286,666
-2,539
518
$15.2M 0.03%
44,764
+550
519
$15.2M 0.03%
143,705
-4,115
520
$15.1M 0.03%
302,936
-27,613
521
$15.1M 0.03%
325,591
+18,352
522
$15.1M 0.03%
503,551
+77,553
523
$15.1M 0.03%
70,148
-2,769
524
$15.1M 0.03%
66,353
+12,847
525
$15M 0.03%
482,570
+52,968
19 20
21
22 23