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
1376
$2.92M 0.01%
36,023
+16,762
1377
$2.92M 0.01%
55,776
+12,008
1378
$2.92M 0.01%
11,291
+7,141
1379
$2.92M 0.01%
66,934
-2,945
1380
$2.91M 0.01%
50,710
-35,342
1381
$2.89M 0.01%
4,152
+127
1382
$2.89M 0.01%
71,009
-16,976
1383
$2.89M 0.01%
95,601
+17,637
1384
$2.89M 0.01%
26,176
+332
1385
$2.88M 0.01%
25,738
+1,798
1386
$2.88M 0.01%
12,605
+2,259
1387
$2.88M 0.01%
45,693
-4,824
1388
$2.88M 0.01%
83,567
+8,365
1389
$2.88M 0.01%
97,143
-10,024
1390
$2.87M 0.01%
52,869
+6,444
1391
$2.87M 0.01%
25,763
+7,190
1392
$2.87M 0.01%
+134,423
1393
$2.85M 0.01%
95,097
+12,436
1394
$2.85M 0.01%
88,959
+7,014
1395
$2.85M 0.01%
1,649
+125
1396
$2.84M 0.01%
132,903
+91,417
1397
$2.84M 0.01%
66,014
-6,164
1398
$2.84M 0.01%
19,764
+1,437
1399
$2.84M 0.01%
95,865
+81,056
1400
$2.82M 0.01%
123,518
+14,674
54 55
56
57 58