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
1126
$4.29M 0.01%
285,927
-5,563
1127
$4.28M 0.01%
52,902
-2,846
1128
$4.28M 0.01%
152,203
+119,388
1129
$4.28M 0.01%
9,217
+211
1130
$4.27M 0.01%
32,360
-111
1131
$4.27M 0.01%
463,699
+85,030
1132
$4.26M 0.01%
105,129
+3,104
1133
$4.26M 0.01%
166,662
-8,928
1134
$4.24M 0.01%
78,830
-39,520
1135
$4.24M 0.01%
130,787
+1,968
1136
$4.23M 0.01%
22,710
-200
1137
$4.22M 0.01%
71,818
-34,590
1138
$4.22M 0.01%
43,023
-1,538
1139
$4.22M 0.01%
157,370
+138,325
1140
$4.21M 0.01%
90,204
-652
1141
$4.2M 0.01%
207,298
+102,724
1142
$4.2M 0.01%
79,920
+1,312
1143
$4.2M 0.01%
181,654
+159,958
1144
$4.19M 0.01%
122,738
+25,224
1145
$4.18M 0.01%
31,871
+5,007
1146
$4.17M 0.01%
206,377
-22,092
1147
$4.16M 0.01%
+166,101
1148
$4.16M 0.01%
173,809
-9,360
1149
$4.15M 0.01%
184,774
+928
1150
$4.13M 0.01%
115,960
+12,260
44 45
46
47 48