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
1001
$5.36M 0.01%
270,287
-39,074
1002
$5.36M 0.01%
80,251
-6,132
1003
$5.36M 0.01%
459,360
+82,888
1004
$5.35M 0.01%
69,830
+49,477
1005
$5.35M 0.01%
67,686
-372,596
1006
$5.34M 0.01%
282,898
+17,782
1007
$5.33M 0.01%
167,925
+3,001
1008
$5.32M 0.01%
191,636
+62,235
1009
$5.31M 0.01%
106,172
-2,666
1010
$5.31M 0.01%
59,585
-3,073
1011
$5.3M 0.01%
24,795
+3,721
1012
$5.29M 0.01%
8,938
+1,465
1013
$5.26M 0.01%
103,548
+51,145
1014
$5.25M 0.01%
146,750
+3,356
1015
$5.25M 0.01%
36,501
+25,022
1016
$5.25M 0.01%
219,891
+79,924
1017
$5.24M 0.01%
248,425
+55,974
1018
$5.22M 0.01%
49,242
+12,732
1019
$5.2M 0.01%
130,007
+46,042
1020
$5.16M 0.01%
71,325
-4,345
1021
$5.16M 0.01%
130,326
-2,352
1022
$5.16M 0.01%
111,881
+2,940
1023
$5.15M 0.01%
129,673
-20,877
1024
$5.13M 0.01%
137,134
+1,867
1025
$5.1M 0.01%
231,559
-934
39 40
41
42 43