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
2001
$1.27M ﹤0.01%
4,234
+99
2002
$1.26M ﹤0.01%
39,697
-21,185
2003
$1.26M ﹤0.01%
27,338
-943
2004
$1.26M ﹤0.01%
23,569
+5,268
2005
$1.26M ﹤0.01%
71,739
-1,155
2006
$1.26M ﹤0.01%
33,915
+5,072
2007
$1.25M ﹤0.01%
5,355
-1,173
2008
$1.25M ﹤0.01%
54,248
2009
$1.25M ﹤0.01%
19,961
+1,426
2010
$1.25M ﹤0.01%
24,116
+28
2011
$1.25M ﹤0.01%
13,031
+4,750
2012
$1.25M ﹤0.01%
11,294
-350
2013
$1.25M ﹤0.01%
8,677
-1,294
2014
$1.25M ﹤0.01%
15,732
+2,628
2015
$1.24M ﹤0.01%
8,196
+74
2016
$1.24M ﹤0.01%
59,878
+2,050
2017
$1.24M ﹤0.01%
+10,092
2018
$1.24M ﹤0.01%
8,179
+83
2019
$1.24M ﹤0.01%
45,861
+12,200
2020
$1.24M ﹤0.01%
39,632
+10,387
2021
$1.24M ﹤0.01%
3,459
-628
2022
$1.24M ﹤0.01%
102,610
-852
2023
$1.23M ﹤0.01%
49,046
-1,415
2024
$1.23M ﹤0.01%
34,480
-21,958
2025
$1.23M ﹤0.01%
17,822
+528
79 80
81
82 83