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
1401
$2.81M 0.01%
8,656
-2,465
1402
$2.81M 0.01%
119,061
+33,609
1403
$2.81M 0.01%
72,567
+9,974
1404
$2.8M 0.01%
75,782
+1,208
1405
$2.8M 0.01%
49,866
+2,688
1406
$2.8M 0.01%
74,062
+3,603
1407
$2.8M 0.01%
73,758
+1,580
1408
$2.79M 0.01%
89,984
-106
1409
$2.79M 0.01%
34,713
-2,775
1410
$2.79M 0.01%
143,362
+55,064
1411
$2.79M 0.01%
64,921
-896
1412
$2.78M 0.01%
95,843
+165
1413
$2.78M 0.01%
231,321
-69,039
1414
$2.78M 0.01%
18,399
+1,462
1415
$2.76M 0.01%
104,361
+1,993
1416
$2.76M 0.01%
36,248
+2,142
1417
$2.76M 0.01%
93,779
-1,293
1418
$2.76M 0.01%
219,513
+8,023
1419
$2.75M 0.01%
31,928
+12,364
1420
$2.74M 0.01%
32,461
+369
1421
$2.73M 0.01%
21,238
-5,581
1422
$2.73M 0.01%
25,390
-3,402
1423
$2.73M 0.01%
59,675
-80,138
1424
$2.73M 0.01%
32,168
+2,354
1425
$2.72M 0.01%
505,444
+15,690
55 56
57
58 59