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
826
$7.77M 0.02%
255,051
-496
827
$7.77M 0.02%
63,789
+2,210
828
$7.76M 0.02%
162,113
+16,574
829
$7.72M 0.02%
75,614
+20,395
830
$7.68M 0.02%
359,092
+3,187
831
$7.68M 0.02%
170,153
+4,689
832
$7.67M 0.02%
77,139
+5,073
833
$7.67M 0.02%
177,437
+100,567
834
$7.66M 0.02%
42,466
-831
835
$7.64M 0.02%
224,208
+135,249
836
$7.63M 0.02%
203,733
+12,547
837
$7.57M 0.02%
316,907
+53,835
838
$7.55M 0.02%
201,353
-14,038
839
$7.55M 0.02%
245,693
-113,343
840
$7.54M 0.02%
137,144
+1,602
841
$7.51M 0.02%
88,405
+4,630
842
$7.51M 0.02%
173,692
+4,445
843
$7.44M 0.02%
250,037
-6,122
844
$7.44M 0.02%
17,994
-1,841
845
$7.43M 0.02%
146,609
-32,939
846
$7.42M 0.02%
43,107
-18,545
847
$7.42M 0.02%
286,196
+24,452
848
$7.37M 0.02%
90,309
+58,805
849
$7.32M 0.02%
195,945
+12,755
850
$7.3M 0.02%
197,762
-30,871
32 33
34
35 36