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
2576
$570K ﹤0.01%
13,269
+595
2577
$570K ﹤0.01%
30,026
-3,454
2578
$569K ﹤0.01%
16,844
+266
2579
$569K ﹤0.01%
10,929
+2,704
2580
$568K ﹤0.01%
100,366
+81,134
2581
$567K ﹤0.01%
30,615
-12,627
2582
$567K ﹤0.01%
4,009
-234
2583
$566K ﹤0.01%
48,241
-1,261
2584
$565K ﹤0.01%
11,364
-19,398
2585
$564K ﹤0.01%
1,717
+29
2586
$562K ﹤0.01%
17,653
-3,209
2587
$562K ﹤0.01%
5,487
+61
2588
$562K ﹤0.01%
2,902
+487
2589
$559K ﹤0.01%
13,830
+874
2590
$559K ﹤0.01%
3,540
-1,996
2591
$558K ﹤0.01%
16,131
+142
2592
$558K ﹤0.01%
8,544
+1,633
2593
$556K ﹤0.01%
+5,478
2594
$556K ﹤0.01%
19,185
-1,634
2595
$556K ﹤0.01%
5,476
+1,345
2596
$556K ﹤0.01%
45,758
-546
2597
$555K ﹤0.01%
7,941
+786
2598
$554K ﹤0.01%
14,627
+3,554
2599
$554K ﹤0.01%
8,869
-2,506
2600
$553K ﹤0.01%
8,737
-21
102 103
104
105 106