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
2526
$611K ﹤0.01%
17,619
-301
2527
$611K ﹤0.01%
22,535
2528
$609K ﹤0.01%
2,093
-7,484
2529
$609K ﹤0.01%
19,142
-5,632
2530
$608K ﹤0.01%
28,335
-5,704
2531
$608K ﹤0.01%
11,640
-975
2532
$607K ﹤0.01%
8,604
-1,339
2533
$606K ﹤0.01%
+87,394
2534
$606K ﹤0.01%
16,141
+2,454
2535
$604K ﹤0.01%
11,860
+1,626
2536
$604K ﹤0.01%
+24,304
2537
$604K ﹤0.01%
25,775
+1,962
2538
$602K ﹤0.01%
20,125
+5,814
2539
$601K ﹤0.01%
7,109
+1,160
2540
$601K ﹤0.01%
5,426
+366
2541
$601K ﹤0.01%
65,022
+21,737
2542
$600K ﹤0.01%
23,210
-2,101
2543
$600K ﹤0.01%
2,720
-282
2544
$600K ﹤0.01%
7,800
-226
2545
$599K ﹤0.01%
17,793
+40
2546
$599K ﹤0.01%
18,730
-634
2547
$598K ﹤0.01%
6,861
-241
2548
$598K ﹤0.01%
37,602
+25,818
2549
$595K ﹤0.01%
39,302
+4,163
2550
$595K ﹤0.01%
+22,977
100 101
102
103 104