Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $59.3B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
1
$1.31B 2.74%
5,236,230
+44,740
2
$1.23B 2.57%
2,092,010
+60,768
3
$926M 1.94%
6,893,466
+75,912
4
$834M 1.74%
1,979,211
+34,349
5
$765M 1.6%
1,304,440
+2,038
6
$725M 1.52%
1,345,391
+74,774
7
$648M 1.36%
2,954,340
+67,356
8
$644M 1.35%
2,221,546
+360
9
$508M 1.06%
1,264,703
-5,761
10
$472M 0.99%
10,437,128
-335,179
11
$468M 0.98%
4,833,421
-597,687
12
$432M 0.9%
1,052,650
-5,749
13
$396M 0.83%
2,336,240
+82,865
14
$394M 0.82%
5,479,052
+400,718
15
$359M 0.75%
2,013,466
+40,500
16
$326M 0.68%
3,212,404
+33,861
17
$312M 0.65%
10,246,461
+1,953,825
18
$311M 0.65%
1,631,317
+166,023
19
$298M 0.62%
8,447,056
+2,508,825
20
$291M 0.61%
4,945,442
-136,678
21
$290M 0.61%
639,515
+1,019
22
$277M 0.58%
1,464,173
+32,802
23
$276M 0.58%
470,935
+30,299
24
$260M 0.54%
4,611,597
+36,263
25
$246M 0.51%
2,793,283
+653,235
1
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