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
576
$13.6M 0.03%
352,256
-80,476
577
$13.6M 0.03%
248,406
-16,307
578
$13.5M 0.03%
71,946
+10,936
579
$13.5M 0.03%
201,430
+69,811
580
$13.5M 0.03%
29,757
+1,721
581
$13.5M 0.03%
593,512
-24,740
582
$13.4M 0.03%
210,649
+8,540
583
$13.4M 0.03%
301,113
+179,854
584
$13.4M 0.03%
109,346
+1,310
585
$13.4M 0.03%
489,413
-2,863
586
$13.4M 0.03%
148,726
-3,665
587
$13.4M 0.03%
575,574
+80,886
588
$13.4M 0.03%
465,334
-80,228
589
$13.4M 0.03%
114,610
+12,426
590
$13.4M 0.03%
56,986
+5,833
591
$13.3M 0.03%
197,609
+22,194
592
$13.3M 0.03%
4,162
+6
593
$13.3M 0.03%
106,498
-1,397
594
$13.3M 0.03%
393,855
+15,975
595
$13.2M 0.03%
267,447
+76,977
596
$13.2M 0.03%
386,143
+2
597
$13.1M 0.03%
407,245
+10,913
598
$13.1M 0.03%
166,383
+7,029
599
$13.1M 0.03%
251,567
+24,146
600
$13.1M 0.03%
693,690
+8,379
22 23
24
25 26