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
101
$93M 0.19%
1,052,246
-142,397
102
$91.8M 0.19%
188,880
-91
103
$91.6M 0.19%
1,532,049
+151,617
104
$91.4M 0.19%
691,890
+10,499
105
$90.1M 0.19%
371,976
+23,192
106
$90M 0.19%
1,411,227
+117,464
107
$89.5M 0.19%
3,895,842
+84,414
108
$89.4M 0.19%
2,048,309
-28,712
109
$89.3M 0.19%
277,205
+15,227
110
$87.4M 0.18%
205,362
+37,312
111
$86.7M 0.18%
1,793,827
+282,296
112
$86.1M 0.18%
1,706,728
-328,425
113
$85.8M 0.18%
2,310,623
+757,354
114
$85.1M 0.18%
293,518
+11,759
115
$84.9M 0.18%
1,505,562
+164,679
116
$84.7M 0.18%
233,524
-4,470
117
$83.9M 0.18%
1,724,201
+739,519
118
$81.3M 0.17%
2,782,125
+512,162
119
$80.8M 0.17%
280,790
+4,277
120
$80M 0.17%
285,765
+598
121
$79.2M 0.17%
515,793
-3,866
122
$78.9M 0.17%
962,699
-32,031
123
$78.4M 0.16%
915,183
-36,203
124
$77.7M 0.16%
375,548
+222,177
125
$77.4M 0.16%
702,491
-3,478
3 4
5
6 7