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
751
$9.15M 0.02%
+443,021
752
$9.13M 0.02%
141,221
+17,898
753
$9.12M 0.02%
61,005
+26,774
754
$9.11M 0.02%
290,894
+83,120
755
$8.97M 0.02%
238,312
+6,783
756
$8.95M 0.02%
153,612
+3,546
757
$8.89M 0.02%
258,574
+12,004
758
$8.89M 0.02%
192,829
+17,135
759
$8.89M 0.02%
197,207
+18,981
760
$8.88M 0.02%
262,599
-9,739
761
$8.86M 0.02%
75,370
+1,490
762
$8.84M 0.02%
466,607
+47,572
763
$8.84M 0.02%
415,080
+32,734
764
$8.81M 0.02%
340,451
-3,775
765
$8.8M 0.02%
145,301
+7,379
766
$8.8M 0.02%
61,603
+12,086
767
$8.79M 0.02%
9,320
+634
768
$8.76M 0.02%
115,527
+78,415
769
$8.76M 0.02%
29,171
+5,187
770
$8.69M 0.02%
66,165
+1,668
771
$8.69M 0.02%
576,084
+13,205
772
$8.66M 0.02%
407,172
+6,083
773
$8.64M 0.02%
122,456
-3,701
774
$8.63M 0.02%
65,305
-14,743
775
$8.62M 0.02%
142,897
-146,187
29 30
31
32 33