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
1151
$4.13M 0.01%
87,250
-3,006
1152
$4.12M 0.01%
34,486
-8,685
1153
$4.11M 0.01%
157,212
-24,612
1154
$4.11M 0.01%
16,131
-309
1155
$4.1M 0.01%
244,450
-1,464
1156
$4.1M 0.01%
66,536
+1,741
1157
$4.09M 0.01%
51,121
+10,081
1158
$4.09M 0.01%
191,088
+10,537
1159
$4.08M 0.01%
93,929
-944
1160
$4.08M 0.01%
129,203
+91,567
1161
$4.08M 0.01%
32,478
+918
1162
$4.06M 0.01%
54,264
+14,424
1163
$4.05M 0.01%
12,012
-112
1164
$4.04M 0.01%
22,927
-8,228
1165
$4.03M 0.01%
52,717
+4,024
1166
$4.03M 0.01%
87,729
-2,799
1167
$4.02M 0.01%
76,870
-425
1168
$4.01M 0.01%
112,038
+3,387
1169
$4.01M 0.01%
41,298
+2,521
1170
$4M 0.01%
12,032
+953
1171
$4M 0.01%
114,015
+12,491
1172
$3.98M 0.01%
43,146
-6,643
1173
$3.98M 0.01%
296,386
-3,218
1174
$3.97M 0.01%
36,452
+3,150
1175
$3.97M 0.01%
99,729
+22,284
45 46
47
48 49