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
51
$168M 0.35%
3,216,602
+451,163
52
$168M 0.35%
1,856,878
+122,766
53
$166M 0.35%
847,817
+15,691
54
$166M 0.35%
6,068,690
+502,316
55
$163M 0.34%
738,671
+45,265
56
$160M 0.33%
2,568,719
+56,030
57
$159M 0.33%
4,274,297
+402,401
58
$158M 0.33%
3,005,384
+244,299
59
$154M 0.32%
3,031,501
+130,672
60
$153M 0.32%
1,720,784
-103,265
61
$148M 0.31%
161,563
+7,400
62
$147M 0.31%
2,867,634
-24,343
63
$146M 0.3%
2,460,298
-58,634
64
$145M 0.3%
1,585,607
+73,240
65
$141M 0.3%
1,315,384
+46,469
66
$141M 0.29%
226,113
-5,224
67
$129M 0.27%
650,087
+15,061
68
$127M 0.26%
527,240
+35,104
69
$126M 0.26%
2,804,806
+996,035
70
$126M 0.26%
2,854,225
+167,150
71
$124M 0.26%
1,591,896
+1,467,503
72
$124M 0.26%
707,158
+172,245
73
$124M 0.26%
3,447,137
+325,194
74
$123M 0.26%
1,595,121
+163,240
75
$123M 0.26%
2,001,793
-119,559
1 2
3
4 5