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
701
$10.2M 0.02%
112,131
-4,178
702
$10.2M 0.02%
191,625
+166,180
703
$10.1M 0.02%
176,000
-5,219
704
$10.1M 0.02%
279,781
-40,564
705
$10.1M 0.02%
220,490
+9,360
706
$10M 0.02%
221,760
+24,766
707
$9.96M 0.02%
327,732
-5,068
708
$9.9M 0.02%
173,352
+69,494
709
$9.89M 0.02%
240,203
+67,270
710
$9.89M 0.02%
95,698
-6,076
711
$9.88M 0.02%
97,743
+1,053
712
$9.88M 0.02%
87,595
+5,961
713
$9.85M 0.02%
308,505
+45,291
714
$9.82M 0.02%
244,292
-16,237
715
$9.81M 0.02%
279,811
+10,130
716
$9.8M 0.02%
188,868
-13,442
717
$9.71M 0.02%
1,006,335
+20,711
718
$9.66M 0.02%
168,528
+26,362
719
$9.6M 0.02%
199,138
+9,818
720
$9.6M 0.02%
113,170
-589
721
$9.59M 0.02%
201,629
+66,760
722
$9.56M 0.02%
278,419
-42,634
723
$9.5M 0.02%
144,900
+19,722
724
$9.5M 0.02%
67,950
-4,307
725
$9.5M 0.02%
227,505
+13,644
27 28
29
30 31