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
2651
$517K ﹤0.01%
2,626
+125
2652
$517K ﹤0.01%
9,806
+11
2653
$516K ﹤0.01%
3,868
+392
2654
$516K ﹤0.01%
31,549
+6,026
2655
$515K ﹤0.01%
8,260
+634
2656
$515K ﹤0.01%
7,098
+1,913
2657
$514K ﹤0.01%
46,719
+4,143
2658
$514K ﹤0.01%
19,278
+9,170
2659
$514K ﹤0.01%
112,706
+34,138
2660
$514K ﹤0.01%
17,101
-13,350
2661
$513K ﹤0.01%
162,335
-6,309
2662
$511K ﹤0.01%
87,375
-7,380
2663
$511K ﹤0.01%
2,915
-807
2664
$511K ﹤0.01%
14,185
+981
2665
$511K ﹤0.01%
13,749
+2,898
2666
$510K ﹤0.01%
49,292
+2,672
2667
$510K ﹤0.01%
11,762
+1,292
2668
$509K ﹤0.01%
86,734
+51,732
2669
$509K ﹤0.01%
7,391
+2,200
2670
$508K ﹤0.01%
13,224
+168
2671
$507K ﹤0.01%
5,273
-64
2672
$506K ﹤0.01%
4,454
+576
2673
$506K ﹤0.01%
10,027
-76
2674
$506K ﹤0.01%
112,816
+63,409
2675
$505K ﹤0.01%
7,053
-299
105 106
107
108 109