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
1326
$3.14M 0.01%
64,131
+2,447
1327
$3.14M 0.01%
117,933
+47,617
1328
$3.13M 0.01%
51,687
-4,145
1329
$3.13M 0.01%
63,548
+6,435
1330
$3.11M 0.01%
26,809
-426
1331
$3.11M 0.01%
53,092
-2,121
1332
$3.11M 0.01%
8,424
-625
1333
$3.1M 0.01%
100,421
-22,513
1334
$3.1M 0.01%
16,720
+634
1335
$3.09M 0.01%
33,142
-7,425
1336
$3.09M 0.01%
81,574
+11,053
1337
$3.09M 0.01%
211,544
+23,434
1338
$3.09M 0.01%
195,846
-4,688
1339
$3.09M 0.01%
23,107
+3,345
1340
$3.08M 0.01%
209,246
-9,150
1341
$3.08M 0.01%
252,846
+16,921
1342
$3.08M 0.01%
8,715
+463
1343
$3.07M 0.01%
1,453
+243
1344
$3.07M 0.01%
87,752
+928
1345
$3.07M 0.01%
51,695
-4,227
1346
$3.07M 0.01%
72,084
+28,661
1347
$3.07M 0.01%
152,573
+20,417
1348
$3.06M 0.01%
64,786
-11,875
1349
$3.06M 0.01%
120,068
-44,866
1350
$3.06M 0.01%
90,054
-12,594
52 53
54
55 56