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
526
$15M 0.03%
292,277
-21,456
527
$15M 0.03%
513,526
-98,466
528
$14.9M 0.03%
332,071
+16,929
529
$14.8M 0.03%
376,061
+12,679
530
$14.8M 0.03%
195,444
-33,494
531
$14.7M 0.03%
181,934
+55,715
532
$14.7M 0.03%
164,420
+88,641
533
$14.7M 0.03%
242,349
+13,998
534
$14.6M 0.03%
122,596
+37,909
535
$14.6M 0.03%
54,726
+890
536
$14.5M 0.03%
248,992
-1,177
537
$14.5M 0.03%
401,004
-59,584
538
$14.5M 0.03%
311,315
-138,086
539
$14.5M 0.03%
202,390
+11,561
540
$14.5M 0.03%
424,047
+198
541
$14.4M 0.03%
126,646
-4,239
542
$14.4M 0.03%
218,498
-12,972
543
$14.4M 0.03%
591,037
+30,393
544
$14.3M 0.03%
309,702
+37,367
545
$14.3M 0.03%
384,982
-34,398
546
$14.3M 0.03%
1,446,222
-328,529
547
$14.3M 0.03%
318,779
+6,524
548
$14.3M 0.03%
61,937
+4,770
549
$14.2M 0.03%
728,485
+67,748
550
$14.2M 0.03%
639,528
+547,359
20 21
22
23 24