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
976
$5.61M 0.01%
460,698
+51,536
977
$5.6M 0.01%
86,839
+36,547
978
$5.59M 0.01%
31,497
-286
979
$5.58M 0.01%
97,188
+12,382
980
$5.58M 0.01%
35,864
+11,055
981
$5.56M 0.01%
64,819
-3,878
982
$5.56M 0.01%
+317,349
983
$5.53M 0.01%
54,334
+3,071
984
$5.53M 0.01%
120,563
-22,666
985
$5.53M 0.01%
56,764
+1,927
986
$5.53M 0.01%
48,865
+1,948
987
$5.52M 0.01%
26,320
-2,077
988
$5.48M 0.01%
101,063
-77,671
989
$5.48M 0.01%
160,139
+147,839
990
$5.47M 0.01%
120,570
+11,907
991
$5.46M 0.01%
334,089
+26,367
992
$5.44M 0.01%
198,208
+49,308
993
$5.41M 0.01%
55,745
+36,195
994
$5.41M 0.01%
405,978
-77,474
995
$5.39M 0.01%
40,404
+302
996
$5.39M 0.01%
293,982
+229,690
997
$5.39M 0.01%
229,150
+71,686
998
$5.38M 0.01%
12,828
+1,157
999
$5.37M 0.01%
59,354
+3,067
1000
$5.37M 0.01%
61,624
+947
38 39
40
41 42