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
1426
$2.71M 0.01%
150,090
+33,674
1427
$2.71M 0.01%
25,614
-33,014
1428
$2.7M 0.01%
95,057
-11,499
1429
$2.7M 0.01%
36,967
+2,105
1430
$2.69M 0.01%
49,086
+878
1431
$2.69M 0.01%
77,493
+31,958
1432
$2.69M 0.01%
5,596
+362
1433
$2.69M 0.01%
24,000
+3,249
1434
$2.69M 0.01%
273,849
+3,839
1435
$2.68M 0.01%
103,778
-3,304
1436
$2.68M 0.01%
213,214
+14,527
1437
$2.68M 0.01%
90,209
-1,703
1438
$2.68M 0.01%
60,251
+5,090
1439
$2.67M 0.01%
26,666
-1,465
1440
$2.67M 0.01%
66,403
+8,488
1441
$2.66M 0.01%
73,942
+1,473
1442
$2.65M 0.01%
61,837
+6,027
1443
$2.65M 0.01%
21,019
-454
1444
$2.65M 0.01%
35,016
-32,518
1445
$2.65M 0.01%
277,247
-107,236
1446
$2.64M 0.01%
49,638
+1,272
1447
$2.64M 0.01%
41,557
+380
1448
$2.63M 0.01%
23,888
-1,559
1449
$2.62M 0.01%
46,397
+181
1450
$2.62M 0.01%
30,928
-77
56 57
58
59 60