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
1501
$2.47M 0.01%
49,649
-17,739
1502
$2.47M 0.01%
8,047
+12
1503
$2.46M 0.01%
81,865
-9,063
1504
$2.46M 0.01%
50,296
+749
1505
$2.45M 0.01%
104,179
-6,010
1506
$2.45M 0.01%
13,234
+1,014
1507
$2.45M 0.01%
21,072
-1,113
1508
$2.45M 0.01%
42,689
+9,210
1509
$2.45M 0.01%
23,439
+7,806
1510
$2.43M 0.01%
88,438
+71,990
1511
$2.43M 0.01%
112,998
+31,526
1512
$2.43M 0.01%
63,567
+18,261
1513
$2.42M 0.01%
177,081
+1,851
1514
$2.42M 0.01%
51,313
-15,842
1515
$2.42M 0.01%
+53,905
1516
$2.41M 0.01%
31,339
+3,435
1517
$2.4M 0.01%
86,598
-12,184
1518
$2.4M 0.01%
144,984
+17,477
1519
$2.4M 0.01%
283,775
-2,537
1520
$2.4M 0.01%
28,118
+419
1521
$2.4M 0.01%
85,663
+71,529
1522
$2.39M 0.01%
5,647
+101
1523
$2.39M 0.01%
146,393
-11,075
1524
$2.39M 0.01%
+94,632
1525
$2.38M 0.01%
25,803
-7,734
59 60
61
62 63