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
876
$6.86M 0.01%
126,615
+120,549
877
$6.85M 0.01%
107,995
+66,978
878
$6.84M 0.01%
434,258
+10,587
879
$6.83M 0.01%
124,342
-3,250
880
$6.83M 0.01%
58,817
+15,232
881
$6.82M 0.01%
125,922
+4,055
882
$6.81M 0.01%
62,381
+2,014
883
$6.8M 0.01%
155,418
+7,823
884
$6.78M 0.01%
206,596
+2,468
885
$6.78M 0.01%
13,033
-4,365
886
$6.77M 0.01%
253,621
+63,874
887
$6.74M 0.01%
202,230
+17,062
888
$6.74M 0.01%
20,571
+1,239
889
$6.72M 0.01%
276,429
-36,946
890
$6.72M 0.01%
82,998
-24,141
891
$6.71M 0.01%
77,278
+380
892
$6.69M 0.01%
117,433
+11,110
893
$6.69M 0.01%
46,774
+158
894
$6.68M 0.01%
95,937
+7,131
895
$6.67M 0.01%
93,911
+2,345
896
$6.66M 0.01%
181,644
-25,748
897
$6.65M 0.01%
63,427
-46,517
898
$6.65M 0.01%
27,967
-1,088
899
$6.61M 0.01%
65,634
+7,183
900
$6.58M 0.01%
44,014
+744
34 35
36
37 38