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
1351
$3.06M 0.01%
35,538
-2,981
1352
$3.05M 0.01%
124,353
-14,083
1353
$3.05M 0.01%
108,908
-9,957
1354
$3.05M 0.01%
70,747
+1,861
1355
$3.05M 0.01%
61,331
+1,482
1356
$3.03M 0.01%
48,473
-4,377
1357
$3.03M 0.01%
60,603
+1,912
1358
$3.02M 0.01%
34,384
+825
1359
$3.01M 0.01%
149,207
+6,845
1360
$3.01M 0.01%
71,576
+6,829
1361
$3.01M 0.01%
277,531
+9,936
1362
$3.01M 0.01%
69,060
+2,115
1363
$2.99M 0.01%
106,853
+36,803
1364
$2.99M 0.01%
7,752
+189
1365
$2.99M 0.01%
110,840
-6
1366
$2.98M 0.01%
61,800
+5,383
1367
$2.96M 0.01%
28,603
+19,140
1368
$2.96M 0.01%
259,744
-30,266
1369
$2.96M 0.01%
59,110
-608
1370
$2.95M 0.01%
66,301
-6,718
1371
$2.94M 0.01%
56,960
+4,754
1372
$2.93M 0.01%
52,380
+1,129
1373
$2.93M 0.01%
73,467
+7,891
1374
$2.92M 0.01%
92,181
+2,828
1375
$2.92M 0.01%
175,008
+14,460
53 54
55
56 57