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
676
$10.9M 0.02%
160,231
+34,902
677
$10.7M 0.02%
267,104
+47,149
678
$10.7M 0.02%
98,026
-4,143
679
$10.7M 0.02%
64,609
+9,657
680
$10.7M 0.02%
258,056
+45,939
681
$10.6M 0.02%
157,193
+12,937
682
$10.6M 0.02%
381,933
+1,781
683
$10.6M 0.02%
358,013
-12,410
684
$10.6M 0.02%
125,226
+607
685
$10.6M 0.02%
22,344
+1,598
686
$10.6M 0.02%
167,228
+34,082
687
$10.5M 0.02%
124,327
-1,684
688
$10.5M 0.02%
75,922
-5,815
689
$10.5M 0.02%
70,380
+4,127
690
$10.4M 0.02%
58,593
+6,044
691
$10.4M 0.02%
483,410
+404,563
692
$10.4M 0.02%
214,473
+10,062
693
$10.3M 0.02%
217,959
-8,081
694
$10.3M 0.02%
418,831
+23,851
695
$10.3M 0.02%
165,472
+1,582
696
$10.2M 0.02%
405,452
+87,613
697
$10.2M 0.02%
273,911
-128,710
698
$10.2M 0.02%
94,029
+3,034
699
$10.2M 0.02%
57,583
-11,079
700
$10.2M 0.02%
68,529
+2,672
26 27
28
29 30