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
926
$6.32M 0.01%
35,400
+1,475
927
$6.3M 0.01%
252,731
+20,057
928
$6.26M 0.01%
131,324
-10,074
929
$6.24M 0.01%
71,541
+1,803
930
$6.24M 0.01%
92,223
-1,132
931
$6.23M 0.01%
64,802
+35,751
932
$6.22M 0.01%
176,004
+97,702
933
$6.22M 0.01%
79,544
+2,244
934
$6.19M 0.01%
191,654
+35,547
935
$6.18M 0.01%
723,840
+4,342
936
$6.18M 0.01%
57,194
+11,766
937
$6.16M 0.01%
76,382
-4,525
938
$6.16M 0.01%
73,675
+12,196
939
$6.16M 0.01%
86,199
+9,482
940
$6.1M 0.01%
71,058
+13,025
941
$6.09M 0.01%
32,229
+11,980
942
$6.09M 0.01%
65,808
+8,666
943
$6.08M 0.01%
155,605
-2,661
944
$6.07M 0.01%
33,665
-6,130
945
$6.06M 0.01%
+198,677
946
$6.02M 0.01%
152,980
-7,869
947
$6.02M 0.01%
139,347
+1,008
948
$6.01M 0.01%
125,271
+42,360
949
$5.99M 0.01%
54,735
+2,372
950
$5.97M 0.01%
120,183
+108,655
36 37
38
39 40