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
151
$66.2M 0.14%
665,173
-10,145
152
$66.1M 0.14%
1,236,768
+50,845
153
$64.6M 0.14%
699,020
+92,020
154
$64.5M 0.13%
535,634
+21,434
155
$64.5M 0.13%
642,028
+7,276
156
$63.3M 0.13%
2,672,125
+185,575
157
$62.9M 0.13%
1,639,953
+169,300
158
$62.6M 0.13%
284,956
-1,308
159
$62.6M 0.13%
1,090,286
-14,755
160
$62.4M 0.13%
1,829,614
+43,613
161
$62.4M 0.13%
2,316,401
+147,350
162
$61.9M 0.13%
2,718,425
-67,069
163
$61.8M 0.13%
817,798
-200,370
164
$61.6M 0.13%
973,029
+63,523
165
$60.1M 0.13%
968,518
+205,983
166
$59.4M 0.12%
739,486
+91,800
167
$59.2M 0.12%
239,946
+8,962
168
$59M 0.12%
755,890
+56,814
169
$58.7M 0.12%
747,090
-15,223
170
$58.5M 0.12%
594,091
+51,369
171
$58M 0.12%
318,921
+11,461
172
$57.6M 0.12%
761,613
-112,182
173
$56.7M 0.12%
482,728
+32,099
174
$56.3M 0.12%
724,013
+180,483
175
$55.9M 0.12%
1,243,684
+82,027
5 6
7
8 9