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
1301
$3.26M 0.01%
37,796
+983
1302
$3.26M 0.01%
26,482
+1,957
1303
$3.26M 0.01%
101,653
+15,294
1304
$3.24M 0.01%
24,797
+2,841
1305
$3.24M 0.01%
14,138
+1,600
1306
$3.23M 0.01%
247,241
+76,910
1307
$3.23M 0.01%
57,331
-189
1308
$3.22M 0.01%
27,975
+374
1309
$3.22M 0.01%
48,454
+4,192
1310
$3.22M 0.01%
90,152
+3,964
1311
$3.21M 0.01%
24,139
+1,185
1312
$3.21M 0.01%
221,322
+60,788
1313
$3.21M 0.01%
28,002
+1,264
1314
$3.2M 0.01%
161,483
-37,194
1315
$3.2M 0.01%
43,085
+2,545
1316
$3.2M 0.01%
18,833
+2,433
1317
$3.18M 0.01%
75,706
-3,570
1318
$3.17M 0.01%
126,706
+14,333
1319
$3.17M 0.01%
127,245
+42,474
1320
$3.16M 0.01%
64,019
+5,474
1321
$3.16M 0.01%
51,388
+16,202
1322
$3.15M 0.01%
9,242
+1,273
1323
$3.15M 0.01%
82,933
+17,824
1324
$3.15M 0.01%
+66,511
1325
$3.14M 0.01%
49,214
+8,221
51 52
53
54 55