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
1101
$4.46M 0.01%
90,219
+6,762
1102
$4.46M 0.01%
195,509
+3,185
1103
$4.44M 0.01%
45,784
-3,153
1104
$4.44M 0.01%
128,440
-10,094
1105
$4.43M 0.01%
+88,317
1106
$4.42M 0.01%
118,442
-298,843
1107
$4.41M 0.01%
105,551
-2,981
1108
$4.39M 0.01%
95,195
-1,251
1109
$4.38M 0.01%
135,313
+39,834
1110
$4.38M 0.01%
22,482
+1,508
1111
$4.37M 0.01%
30,212
+1,924
1112
$4.36M 0.01%
45,876
+2,637
1113
$4.36M 0.01%
513,373
+61,576
1114
$4.34M 0.01%
196,840
+24,124
1115
$4.34M 0.01%
56,103
-253
1116
$4.34M 0.01%
206,170
+5,148
1117
$4.34M 0.01%
77,514
+56,765
1118
$4.33M 0.01%
46,797
+1,943
1119
$4.33M 0.01%
10,146
-421
1120
$4.32M 0.01%
20,152
-1,147
1121
$4.32M 0.01%
57,940
+4,025
1122
$4.31M 0.01%
76,724
+37,421
1123
$4.31M 0.01%
171,789
+11,461
1124
$4.3M 0.01%
147,830
+5,767
1125
$4.29M 0.01%
115,766
-7,230
43 44
45
46 47