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
951
$5.96M 0.01%
31,714
+2,526
952
$5.95M 0.01%
124,789
+1,721
953
$5.94M 0.01%
41,045
+6,490
954
$5.94M 0.01%
244,647
-10,129
955
$5.94M 0.01%
213,805
+2,832
956
$5.93M 0.01%
16,718
+1,566
957
$5.92M 0.01%
54,794
+990
958
$5.89M 0.01%
87,722
-45,471
959
$5.84M 0.01%
179,808
+1,940
960
$5.82M 0.01%
199,173
+6,485
961
$5.82M 0.01%
119,047
-22,139
962
$5.79M 0.01%
149,203
+42,607
963
$5.77M 0.01%
179,741
-23,635
964
$5.76M 0.01%
121,144
+19,488
965
$5.74M 0.01%
119,598
-2,623
966
$5.74M 0.01%
165,775
+147,794
967
$5.7M 0.01%
39,900
+2,342
968
$5.69M 0.01%
50,485
+35,158
969
$5.69M 0.01%
98,602
+1,977
970
$5.69M 0.01%
27,575
+6,145
971
$5.67M 0.01%
45,550
-3,683
972
$5.64M 0.01%
103,503
+3,765
973
$5.63M 0.01%
576,144
-76,991
974
$5.63M 0.01%
198,051
+118,743
975
$5.61M 0.01%
72,182
+10,385
37 38
39
40 41