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
1076
$4.62M 0.01%
197,956
-65,406
1077
$4.61M 0.01%
435,875
-35,827
1078
$4.61M 0.01%
35,323
+4,443
1079
$4.6M 0.01%
20,443
+152
1080
$4.58M 0.01%
44,075
+7,420
1081
$4.58M 0.01%
23,200
+4,786
1082
$4.57M 0.01%
144,331
+56
1083
$4.57M 0.01%
23,603
-2,191
1084
$4.57M 0.01%
180,216
+379
1085
$4.57M 0.01%
44,996
-13,827
1086
$4.56M 0.01%
148,560
+1,627
1087
$4.55M 0.01%
107,034
-35,523
1088
$4.54M 0.01%
131,361
+121,603
1089
$4.53M 0.01%
50,329
+5,302
1090
$4.52M 0.01%
17,832
-491
1091
$4.51M 0.01%
182,648
+21,873
1092
$4.51M 0.01%
33,544
-7,950
1093
$4.5M 0.01%
266,685
+1,816
1094
$4.5M 0.01%
73,268
+6,909
1095
$4.5M 0.01%
21,407
-115,324
1096
$4.5M 0.01%
389,970
-111,341
1097
$4.49M 0.01%
232,019
+6,571
1098
$4.49M 0.01%
51,419
+25,341
1099
$4.48M 0.01%
52,568
+2,961
1100
$4.48M 0.01%
25,372
+302
42 43
44
45 46