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
2601
$553K ﹤0.01%
8,151
+655
2602
$553K ﹤0.01%
7,817
-177
2603
$553K ﹤0.01%
11,808
+1,624
2604
$552K ﹤0.01%
5,179
-589
2605
$552K ﹤0.01%
38,598
-356
2606
$552K ﹤0.01%
107,346
+2,640
2607
$551K ﹤0.01%
19,602
+4,587
2608
$550K ﹤0.01%
10,825
-178
2609
$549K ﹤0.01%
460
2610
$549K ﹤0.01%
22,082
+1,050
2611
$548K ﹤0.01%
9,721
-170
2612
$548K ﹤0.01%
12,086
-53
2613
$545K ﹤0.01%
12,238
-381
2614
$545K ﹤0.01%
4,495
+456
2615
$545K ﹤0.01%
12,033
-75
2616
$545K ﹤0.01%
5,289
+147
2617
$545K ﹤0.01%
13,407
+5,032
2618
$541K ﹤0.01%
28,581
-3,171
2619
$540K ﹤0.01%
19,159
2620
$540K ﹤0.01%
10,151
-320
2621
$540K ﹤0.01%
8,236
-880
2622
$540K ﹤0.01%
11,569
+555
2623
$539K ﹤0.01%
32,382
+3,526
2624
$538K ﹤0.01%
+29,920
2625
$538K ﹤0.01%
20,896
-3,260
103 104
105
106 107