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
1226
$3.68M 0.01%
298,885
+13,678
1227
$3.67M 0.01%
56,438
+5,868
1228
$3.66M 0.01%
48,467
-4,679
1229
$3.66M 0.01%
37,032
-4,916
1230
$3.66M 0.01%
92,425
-565
1231
$3.65M 0.01%
149,501
+39,007
1232
$3.65M 0.01%
23,560
+2,585
1233
$3.64M 0.01%
51,668
-23,177
1234
$3.64M 0.01%
90,333
-19,784
1235
$3.63M 0.01%
30,038
+622
1236
$3.63M 0.01%
40,897
-2,739
1237
$3.63M 0.01%
8,658
+1,635
1238
$3.62M 0.01%
31,300
-1,687
1239
$3.61M 0.01%
40,020
+1,403
1240
$3.6M 0.01%
223,091
+15,703
1241
$3.6M 0.01%
20,727
+2,183
1242
$3.6M 0.01%
13,977
-796
1243
$3.59M 0.01%
21,292
+3,883
1244
$3.59M 0.01%
119,155
-4,123
1245
$3.58M 0.01%
60,858
+9,577
1246
$3.58M 0.01%
57,493
-3,120
1247
$3.58M 0.01%
106,398
+7,067
1248
$3.57M 0.01%
19,379
+2,642
1249
$3.56M 0.01%
87,826
+25,873
1250
$3.56M 0.01%
452,375
+30,140
48 49
50
51 52