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
176
$55.7M 0.12%
1,065,197
+46,863
177
$55.6M 0.12%
938,470
+21,756
178
$55.5M 0.12%
537,206
+41,026
179
$54.3M 0.11%
51,214
+508
180
$54.3M 0.11%
158,584
+2,352
181
$53.8M 0.11%
483,211
-8,259
182
$53.6M 0.11%
2,021,564
-40,924
183
$52.9M 0.11%
417,179
+18,548
184
$52.6M 0.11%
651,231
+72,632
185
$52.3M 0.11%
247,467
+15,389
186
$52.2M 0.11%
524,561
+23,478
187
$52.1M 0.11%
199,910
+11
188
$51.8M 0.11%
372,003
+2,590
189
$51.7M 0.11%
150,561
+2,614
190
$51.5M 0.11%
1,199,421
-340,461
191
$51.5M 0.11%
964,890
-21,739
192
$51.4M 0.11%
298,292
+6,810
193
$51.2M 0.11%
1,021,417
-26,848
194
$51.2M 0.11%
388,524
+17,362
195
$51.2M 0.11%
1,033,471
+354,831
196
$51M 0.11%
174,318
+13,697
197
$51M 0.11%
1,002,596
+151,450
198
$50.7M 0.11%
386,247
+621
199
$50.4M 0.11%
265,420
-2,640
200
$50.2M 0.1%
+48,949
6 7
8
9 10