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
901
$6.58M 0.01%
138,874
+13,430
902
$6.58M 0.01%
9,239
+494
903
$6.57M 0.01%
43,426
+4,139
904
$6.54M 0.01%
53,810
+1,544
905
$6.54M 0.01%
186,845
+3,564
906
$6.51M 0.01%
518,776
-171,902
907
$6.51M 0.01%
81,528
-24,825
908
$6.51M 0.01%
140,219
+6,833
909
$6.49M 0.01%
167,936
-82,788
910
$6.48M 0.01%
24,935
-1,003
911
$6.47M 0.01%
57,430
+41,677
912
$6.44M 0.01%
134,890
+15,733
913
$6.43M 0.01%
71,302
+6,817
914
$6.42M 0.01%
162,203
+8,701
915
$6.4M 0.01%
231,621
+27,103
916
$6.4M 0.01%
28,285
+4,605
917
$6.38M 0.01%
303,421
+48,034
918
$6.38M 0.01%
10,628
-14
919
$6.37M 0.01%
175,381
-38,108
920
$6.36M 0.01%
60,604
-3,812
921
$6.35M 0.01%
119,395
+13,744
922
$6.35M 0.01%
416,116
+47,872
923
$6.34M 0.01%
11,003
+602
924
$6.34M 0.01%
172,319
-20,274
925
$6.34M 0.01%
+253,179
35 36
37
38 39