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
1026
$5.09M 0.01%
27,120
+3,048
1027
$5.06M 0.01%
105,283
+14,916
1028
$5.05M 0.01%
40,975
-4,806
1029
$5.03M 0.01%
135,066
-85,307
1030
$5.03M 0.01%
76,807
+7,713
1031
$5.02M 0.01%
20,639
+2,091
1032
$5.02M 0.01%
26,460
-421
1033
$5.01M 0.01%
62,019
-3,466
1034
$5.01M 0.01%
232,749
+211,075
1035
$4.97M 0.01%
11,434
-231
1036
$4.97M 0.01%
87,531
-5,460
1037
$4.94M 0.01%
205,376
+51,450
1038
$4.94M 0.01%
133,252
+1,005
1039
$4.94M 0.01%
24,300
-193
1040
$4.93M 0.01%
92,244
-857
1041
$4.92M 0.01%
64,603
+5,984
1042
$4.92M 0.01%
113,618
-190,043
1043
$4.89M 0.01%
149,602
-4,152
1044
$4.89M 0.01%
40,583
+5,663
1045
$4.88M 0.01%
+194,963
1046
$4.85M 0.01%
43,242
+29,920
1047
$4.84M 0.01%
106,020
+33,686
1048
$4.83M 0.01%
38,380
+7,284
1049
$4.83M 0.01%
228,069
+4,074
1050
$4.83M 0.01%
251,864
+25,394
40 41
42
43 44