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
201
$49.7M 0.1%
1,695,694
+277,465
202
$49.2M 0.1%
1,801,857
+489,231
203
$48.7M 0.1%
115,002
-3,061
204
$48.6M 0.1%
411,837
-29,522
205
$48.2M 0.1%
189,870
+3,103
206
$47.9M 0.1%
1,089,491
-6,801
207
$47.9M 0.1%
444,270
+13,427
208
$47.8M 0.1%
144,036
+695
209
$47.1M 0.1%
460,247
+53,496
210
$46.1M 0.1%
656,815
+17,819
211
$46M 0.1%
916,448
+59,041
212
$45.8M 0.1%
202,939
-3,730
213
$45.4M 0.09%
497,207
+15,130
214
$45M 0.09%
90,314
+3,899
215
$44.9M 0.09%
626,387
+23,329
216
$44.8M 0.09%
78,193
+4,500
217
$44.4M 0.09%
270,390
+264,670
218
$44.3M 0.09%
537,664
+17,192
219
$44.2M 0.09%
249,458
+12,627
220
$43.7M 0.09%
262,282
-7,086
221
$43.7M 0.09%
377,910
+70,760
222
$43.6M 0.09%
1,235,474
+1,119,103
223
$43.1M 0.09%
1,834,540
+201,014
224
$43M 0.09%
831,208
-65,282
225
$42.9M 0.09%
1,739,745
-1,990,469
7 8
9
10 11