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
776
$8.58M 0.02%
169,836
-8,814
777
$8.53M 0.02%
79,203
+4,518
778
$8.51M 0.02%
358,110
-2,183
779
$8.5M 0.02%
109,730
+23,878
780
$8.49M 0.02%
58,936
+17,395
781
$8.47M 0.02%
+326,325
782
$8.47M 0.02%
29,626
+2,455
783
$8.46M 0.02%
235,735
-38,337
784
$8.46M 0.02%
129,481
+29,276
785
$8.45M 0.02%
301,529
-48,989
786
$8.42M 0.02%
155,616
+12,676
787
$8.39M 0.02%
244,318
+9,560
788
$8.39M 0.02%
277,927
-150,272
789
$8.38M 0.02%
430,249
+315,563
790
$8.38M 0.02%
157,914
+5,344
791
$8.36M 0.02%
162,712
+31,133
792
$8.35M 0.02%
17,245
-5,498
793
$8.35M 0.02%
342,482
+5,656
794
$8.34M 0.02%
44,652
+19,187
795
$8.32M 0.02%
253,397
-30,916
796
$8.3M 0.02%
334,041
+12,845
797
$8.29M 0.02%
215,831
+35,199
798
$8.27M 0.02%
53,535
+3,136
799
$8.26M 0.02%
42,273
-30,851
800
$8.25M 0.02%
119,386
+1,055
30 31
32
33 34