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
2501
$633K ﹤0.01%
20,702
-1,310
2502
$632K ﹤0.01%
2,108
+989
2503
$631K ﹤0.01%
2,418
-396
2504
$631K ﹤0.01%
28,823
+8,708
2505
$631K ﹤0.01%
23,930
2506
$630K ﹤0.01%
36,846
+207
2507
$630K ﹤0.01%
13,512
+2,310
2508
$629K ﹤0.01%
7,579
-1,989
2509
$626K ﹤0.01%
58,085
-16,249
2510
$625K ﹤0.01%
60,988
+11,261
2511
$623K ﹤0.01%
48,865
+9
2512
$622K ﹤0.01%
80,832
+59,384
2513
$622K ﹤0.01%
12,162
+8,159
2514
$622K ﹤0.01%
69,056
+12,737
2515
$621K ﹤0.01%
34,892
-45,956
2516
$618K ﹤0.01%
10,016
-4,025
2517
$618K ﹤0.01%
15,620
+3,553
2518
$618K ﹤0.01%
5,035
+165
2519
$617K ﹤0.01%
32,857
-129
2520
$616K ﹤0.01%
4,645
-76
2521
$615K ﹤0.01%
53,440
+2,784
2522
$615K ﹤0.01%
+24,774
2523
$612K ﹤0.01%
17,686
+3,721
2524
$612K ﹤0.01%
19,114
+4,692
2525
$611K ﹤0.01%
23,024
+6,290
99 100
101
102 103