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
851
$7.3M 0.02%
139,625
+57,657
852
$7.26M 0.02%
50,758
-1,169
853
$7.24M 0.02%
69,520
-22,095
854
$7.23M 0.02%
97,300
+176
855
$7.22M 0.02%
117,328
+9,455
856
$7.21M 0.02%
5,692
+849
857
$7.17M 0.02%
299,247
-16,742
858
$7.17M 0.02%
195,215
-153,947
859
$7.15M 0.02%
279,693
+73,439
860
$7.14M 0.01%
222,911
+170,615
861
$7.12M 0.01%
221,977
+48,302
862
$7.12M 0.01%
195,802
-1,833
863
$7.1M 0.01%
159,975
-407,030
864
$7.08M 0.01%
222,019
+6,988
865
$7.06M 0.01%
341,893
+40,735
866
$7.03M 0.01%
52,404
+2,807
867
$7M 0.01%
66,978
-25,956
868
$6.98M 0.01%
66,681
+560
869
$6.98M 0.01%
17,604
+355
870
$6.9M 0.01%
+228,130
871
$6.9M 0.01%
206,618
-1,785
872
$6.88M 0.01%
292,379
+18,489
873
$6.86M 0.01%
396,081
+25,160
874
$6.86M 0.01%
158,781
+38,970
875
$6.86M 0.01%
262,702
+26,298
33 34
35
36 37