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
801
$8.23M 0.02%
214,587
+5,259
802
$8.17M 0.02%
233,103
+27,010
803
$8.15M 0.02%
77,215
-150
804
$8.12M 0.02%
374,362
+144,747
805
$8.11M 0.02%
389,155
+25,306
806
$8.09M 0.02%
191,244
+12,165
807
$8.07M 0.02%
321,261
+13,446
808
$8.07M 0.02%
246,460
-38,319
809
$8.04M 0.02%
239,038
+1,252
810
$8.01M 0.02%
520,044
-282,252
811
$7.97M 0.02%
63,769
+2,048
812
$7.96M 0.02%
72,771
+8,573
813
$7.94M 0.02%
233,934
+96,828
814
$7.92M 0.02%
330,986
-44,280
815
$7.88M 0.02%
88,275
-5,581
816
$7.87M 0.02%
324,140
+18,802
817
$7.87M 0.02%
33,877
+2,006
818
$7.86M 0.02%
177,968
+1,300
819
$7.86M 0.02%
209,617
+69,408
820
$7.86M 0.02%
47,952
-7,361
821
$7.83M 0.02%
249,724
+10,507
822
$7.82M 0.02%
31,659
+2,516
823
$7.81M 0.02%
171,355
+4,124
824
$7.8M 0.02%
102,565
+8,436
825
$7.79M 0.02%
65,295
+2,572
31 32
33
34 35