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
2626
$536K ﹤0.01%
2,898
+70
2627
$535K ﹤0.01%
+20,309
2628
$534K ﹤0.01%
6,859
-772
2629
$533K ﹤0.01%
24,837
-75,507
2630
$533K ﹤0.01%
6,654
-551
2631
$532K ﹤0.01%
25,637
+11,375
2632
$531K ﹤0.01%
23,869
-2,405
2633
$530K ﹤0.01%
18,944
-2,502
2634
$530K ﹤0.01%
23,842
+3,956
2635
$528K ﹤0.01%
27,569
-880
2636
$528K ﹤0.01%
10,472
+1,926
2637
$527K ﹤0.01%
15,366
+1,275
2638
$527K ﹤0.01%
34,663
+148
2639
$526K ﹤0.01%
2,754
+1,451
2640
$526K ﹤0.01%
15,372
-228
2641
$524K ﹤0.01%
3,383
-1
2642
$524K ﹤0.01%
+23,320
2643
$522K ﹤0.01%
16,350
-2,778
2644
$522K ﹤0.01%
15,955
-82,661
2645
$522K ﹤0.01%
48,472
-3,670
2646
$522K ﹤0.01%
32,214
-5,247
2647
$520K ﹤0.01%
42,880
+3,208
2648
$520K ﹤0.01%
13,753
-2,111
2649
$519K ﹤0.01%
5,856
+17
2650
$518K ﹤0.01%
31,305
+1,296
104 105
106
107 108