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
551
$14.1M 0.03%
598,113
+60,192
552
$14M 0.03%
184,243
+12,169
553
$14M 0.03%
197,917
-84,866
554
$14M 0.03%
84,345
+24,408
555
$14M 0.03%
46,601
+2,070
556
$13.9M 0.03%
230,604
+74,365
557
$13.9M 0.03%
377,512
+5,356
558
$13.9M 0.03%
66,967
-574
559
$13.9M 0.03%
65,973
-756
560
$13.9M 0.03%
147,466
-3,311
561
$13.9M 0.03%
28,548
+1,018
562
$13.8M 0.03%
409,378
-2,385
563
$13.8M 0.03%
46,001
-6,018
564
$13.8M 0.03%
253,479
-105,291
565
$13.8M 0.03%
277,383
+29,847
566
$13.8M 0.03%
606,297
-56,775
567
$13.7M 0.03%
226,134
+3,749
568
$13.7M 0.03%
494,520
+21,147
569
$13.7M 0.03%
137,029
-38,276
570
$13.7M 0.03%
107,703
+2,815
571
$13.7M 0.03%
314,603
-11,987
572
$13.7M 0.03%
23,009
+236
573
$13.7M 0.03%
498,355
+40,803
574
$13.6M 0.03%
325,493
+878
575
$13.6M 0.03%
475,128
-4,944
21 22
23
24 25