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
651
$11.7M 0.02%
301,673
+40,236
652
$11.6M 0.02%
95,015
-15,454
653
$11.6M 0.02%
240,297
+16,150
654
$11.6M 0.02%
114,752
+8,212
655
$11.5M 0.02%
226,322
-7,172
656
$11.5M 0.02%
374,802
-16,928
657
$11.5M 0.02%
457,277
+18,033
658
$11.4M 0.02%
703,415
-14,831
659
$11.4M 0.02%
130,433
-344
660
$11.4M 0.02%
357,770
+8,167
661
$11.4M 0.02%
59,216
+535
662
$11.4M 0.02%
166,854
+10,497
663
$11.3M 0.02%
226,651
-171,767
664
$11.3M 0.02%
313,504
+35,150
665
$11.3M 0.02%
164,419
+104,714
666
$11.2M 0.02%
290,311
-17,711
667
$11.2M 0.02%
29,224
+3,203
668
$11.1M 0.02%
1,262,888
+66,134
669
$11.1M 0.02%
129,429
-364
670
$11M 0.02%
33,966
-4,403
671
$11M 0.02%
314,135
+178,645
672
$11M 0.02%
359,160
+283,758
673
$11M 0.02%
109,870
-1,465
674
$10.9M 0.02%
86,745
-1,887
675
$10.9M 0.02%
211,071
+147,582
25 26
27
28 29