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
76
$121M 0.25%
2,087,868
+809,106
77
$119M 0.25%
712,543
+17,711
78
$116M 0.24%
841,808
-46,285
79
$115M 0.24%
219,249
+3,221
80
$115M 0.24%
226,578
-933
81
$111M 0.23%
623,679
+10,254
82
$110M 0.23%
692,586
-35,144
83
$107M 0.22%
3,063,731
+397,725
84
$107M 0.22%
1,198,319
-14,923
85
$105M 0.22%
315,193
+12,086
86
$104M 0.22%
1,186,715
-142,318
87
$103M 0.22%
710,919
-12,133
88
$103M 0.21%
890,843
+14,906
89
$102M 0.21%
2,018,683
-336,564
90
$100M 0.21%
1,518,388
+70,282
91
$99.5M 0.21%
1,912,829
+397,725
92
$99.2M 0.21%
1,789,007
+150,330
93
$98.2M 0.21%
978,906
+153,003
94
$97.7M 0.2%
494,728
+35,912
95
$95.4M 0.2%
789,488
-6,083
96
$95.3M 0.2%
4,290,947
+57,639
97
$94.9M 0.2%
1,886,319
+75,682
98
$94.9M 0.2%
655,985
+11,459
99
$93.7M 0.2%
2,525,270
+267,441
100
$93.6M 0.2%
347,165
-13,950
2 3
4
5 6