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
601
$13.1M 0.03%
910,415
-4,019
602
$13.1M 0.03%
515,489
-1,721
603
$13M 0.03%
312,453
+62,179
604
$13M 0.03%
485,264
-172,588
605
$12.9M 0.03%
19
+1
606
$12.8M 0.03%
226,017
+14,863
607
$12.8M 0.03%
102,425
+5,976
608
$12.8M 0.03%
211,071
-7,510
609
$12.8M 0.03%
258,303
+87,670
610
$12.8M 0.03%
194,746
-5,105
611
$12.7M 0.03%
560,605
+47,137
612
$12.7M 0.03%
124,343
+3,397
613
$12.6M 0.03%
181,938
+10,212
614
$12.6M 0.03%
220,407
+21,182
615
$12.6M 0.03%
275,938
+21,092
616
$12.6M 0.03%
64,157
-8,761
617
$12.6M 0.03%
99,099
+8,851
618
$12.6M 0.03%
120,776
-273,202
619
$12.5M 0.03%
219,119
-73,006
620
$12.5M 0.03%
48,334
+1,100
621
$12.5M 0.03%
212,051
+110,075
622
$12.4M 0.03%
661,475
+154,054
623
$12.4M 0.03%
202,175
+71,244
624
$12.4M 0.03%
135,923
-20,130
625
$12.3M 0.03%
103,688
+1,443
23 24
25
26 27