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
126
$76.4M 0.16%
1,736,554
-314,978
127
$76.4M 0.16%
6,012,799
-40,592
128
$76.1M 0.16%
616,435
+500,684
129
$76M 0.16%
299,717
-16,176
130
$75.9M 0.16%
590,381
-35,891
131
$75.9M 0.16%
1,015,368
+38,634
132
$75M 0.16%
1,118,998
-12,438
133
$74M 0.15%
1,108,265
+39,634
134
$72.8M 0.15%
1,821,087
-47,013
135
$72.8M 0.15%
681,322
+81,199
136
$72.3M 0.15%
1,795,870
+15,522
137
$71.8M 0.15%
1,237,294
+891,502
138
$71.3M 0.15%
427,885
+20,816
139
$71.3M 0.15%
942,462
+81,644
140
$71.1M 0.15%
766,986
+18,601
141
$70.2M 0.15%
2,029,141
+197,949
142
$69.4M 0.15%
778,510
+10,970
143
$69.1M 0.14%
878,342
+9,880
144
$68.8M 0.14%
452,749
-20,181
145
$68.4M 0.14%
290,877
+120,382
146
$68.2M 0.14%
1,032,219
+934,757
147
$67.8M 0.14%
2,589,946
-12,471
148
$67.7M 0.14%
680,931
-28,696
149
$67.5M 0.14%
301,092
+8,100
150
$66.8M 0.14%
1,072,967
+40,625
4 5
6
7 8