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
2551
$594K ﹤0.01%
16,186
-2,425
2552
$593K ﹤0.01%
50,260
+3,142
2553
$592K ﹤0.01%
9,684
+882
2554
$592K ﹤0.01%
13,572
+2,582
2555
$591K ﹤0.01%
72,582
-25,472
2556
$591K ﹤0.01%
19,518
-21,691
2557
$589K ﹤0.01%
12,482
-1,124
2558
$586K ﹤0.01%
3,522
+272
2559
$586K ﹤0.01%
5,696
+75
2560
$584K ﹤0.01%
20,635
+802
2561
$584K ﹤0.01%
24,621
+1,332
2562
$584K ﹤0.01%
+35,258
2563
$582K ﹤0.01%
79,609
-4,177
2564
$580K ﹤0.01%
64,638
+2,000
2565
$580K ﹤0.01%
10,085
+1,945
2566
$580K ﹤0.01%
12,544
+4,276
2567
$578K ﹤0.01%
22,133
-2,152
2568
$578K ﹤0.01%
7,675
+427
2569
$578K ﹤0.01%
21,539
+2,082
2570
$577K ﹤0.01%
10,012
-1,608
2571
$576K ﹤0.01%
18,693
-2,100
2572
$575K ﹤0.01%
22,080
-986
2573
$571K ﹤0.01%
128,800
-6,333
2574
$571K ﹤0.01%
7,784
+562
2575
$571K ﹤0.01%
15,992
+527
101 102
103
104 105