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
1201
$3.84M 0.01%
133,693
+32,029
1202
$3.83M 0.01%
67,771
-9,743
1203
$3.82M 0.01%
22,449
+3,935
1204
$3.82M 0.01%
35,713
-1,912
1205
$3.82M 0.01%
93,602
+3,090
1206
$3.81M 0.01%
92,303
+16,444
1207
$3.81M 0.01%
185,300
-13,428
1208
$3.8M 0.01%
68,905
-84
1209
$3.78M 0.01%
60,227
-3,003
1210
$3.78M 0.01%
137,142
+120,312
1211
$3.77M 0.01%
16,453
+1,302
1212
$3.77M 0.01%
79,825
+11,825
1213
$3.77M 0.01%
139,096
-39,557
1214
$3.76M 0.01%
7,929
+398
1215
$3.74M 0.01%
8,036
+947
1216
$3.74M 0.01%
65,881
-225
1217
$3.73M 0.01%
103,125
+948
1218
$3.72M 0.01%
23,942
+206
1219
$3.71M 0.01%
67,081
-1,483
1220
$3.71M 0.01%
129,216
-20,206
1221
$3.71M 0.01%
173,170
+14,916
1222
$3.7M 0.01%
36,280
+885
1223
$3.7M 0.01%
12,967
+696
1224
$3.69M 0.01%
163,712
+5,204
1225
$3.69M 0.01%
38,518
+1,820
47 48
49
50 51