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
726
$9.48M 0.02%
230,367
-23,275
727
$9.48M 0.02%
165,344
+589
728
$9.41M 0.02%
187,365
+104,651
729
$9.41M 0.02%
37,859
-353
730
$9.4M 0.02%
197,789
-48,036
731
$9.36M 0.02%
173,854
-12,641
732
$9.36M 0.02%
37,705
+2,165
733
$9.35M 0.02%
155,647
+26,658
734
$9.33M 0.02%
25,991
+6,605
735
$9.31M 0.02%
160,625
-19,092
736
$9.31M 0.02%
165,536
+161,670
737
$9.31M 0.02%
5,476
+213
738
$9.31M 0.02%
45,830
+8,368
739
$9.31M 0.02%
187,109
+1,971
740
$9.29M 0.02%
243,423
-2,593
741
$9.29M 0.02%
89,109
-904
742
$9.28M 0.02%
245,041
+32,701
743
$9.26M 0.02%
129,295
-8,951
744
$9.23M 0.02%
37,498
+5,399
745
$9.21M 0.02%
20,596
-1,401
746
$9.21M 0.02%
190,730
+22,044
747
$9.21M 0.02%
56,692
-1,454
748
$9.18M 0.02%
41,561
-4,617
749
$9.17M 0.02%
155,139
+4,789
750
$9.17M 0.02%
63,635
+4,379
28 29
30
31 32