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
1251
$3.53M 0.01%
111,062
+91,152
1252
$3.53M 0.01%
148,144
+392
1253
$3.53M 0.01%
82,298
-14,034
1254
$3.52M 0.01%
93,096
+4,943
1255
$3.51M 0.01%
53,962
-2,121
1256
$3.51M 0.01%
76,556
+152
1257
$3.51M 0.01%
45,105
+19,330
1258
$3.51M 0.01%
310,880
+40,474
1259
$3.5M 0.01%
51,409
-2,060
1260
$3.48M 0.01%
128,118
+26,939
1261
$3.48M 0.01%
279,639
+7,186
1262
$3.48M 0.01%
145,405
+30,706
1263
$3.48M 0.01%
321,708
+39,280
1264
$3.47M 0.01%
68,919
-8,433
1265
$3.47M 0.01%
86,181
+5,634
1266
$3.45M 0.01%
97,749
-791
1267
$3.45M 0.01%
16,469
+946
1268
$3.43M 0.01%
19,552
-3,439
1269
$3.42M 0.01%
200,010
-121
1270
$3.41M 0.01%
71,930
-181,354
1271
$3.41M 0.01%
12,304
+1,643
1272
$3.41M 0.01%
83,039
+57,556
1273
$3.4M 0.01%
18,159
+106
1274
$3.39M 0.01%
45,655
+6,558
1275
$3.39M 0.01%
102,777
+8,457
49 50
51
52 53