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
2701
$488K ﹤0.01%
19,864
-28,526
2702
$488K ﹤0.01%
4,695
2703
$487K ﹤0.01%
56,217
-394,903
2704
$486K ﹤0.01%
22,414
+1,004
2705
$485K ﹤0.01%
16,454
+1,663
2706
$485K ﹤0.01%
20,562
+7,859
2707
$485K ﹤0.01%
40,981
+8,094
2708
$485K ﹤0.01%
15,111
-194
2709
$485K ﹤0.01%
11,787
+3,594
2710
$484K ﹤0.01%
12,536
-293
2711
$483K ﹤0.01%
8,367
+807
2712
$483K ﹤0.01%
18,608
+1,437
2713
$482K ﹤0.01%
98,638
+52,621
2714
$480K ﹤0.01%
30,774
+9,634
2715
$480K ﹤0.01%
3,560
+518
2716
$480K ﹤0.01%
19,094
+11,040
2717
$480K ﹤0.01%
9,438
-1,264
2718
$480K ﹤0.01%
12,809
-17,269
2719
$479K ﹤0.01%
10,966
-223
2720
$478K ﹤0.01%
7,399
-1,286
2721
$477K ﹤0.01%
15,344
-3,781
2722
$477K ﹤0.01%
14,091
-460
2723
$474K ﹤0.01%
4,768
-1,316
2724
$473K ﹤0.01%
5,046
-1,257
2725
$473K ﹤0.01%
243
-3
107 108
109
110 111