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
2726
$472K ﹤0.01%
67,502
-5,518
2727
$471K ﹤0.01%
+15,947
2728
$471K ﹤0.01%
52,405
+111
2729
$471K ﹤0.01%
30,346
+20,045
2730
$470K ﹤0.01%
17,978
+4,058
2731
$468K ﹤0.01%
24,989
-2,099
2732
$467K ﹤0.01%
+5,511
2733
$466K ﹤0.01%
4,469
+125
2734
$465K ﹤0.01%
87,548
-44,126
2735
$465K ﹤0.01%
13,975
+211
2736
$465K ﹤0.01%
6,290
+546
2737
$464K ﹤0.01%
182,115
-136,625
2738
$464K ﹤0.01%
3,578
+979
2739
$463K ﹤0.01%
21,959
-3,526
2740
$463K ﹤0.01%
18,794
+1,838
2741
$463K ﹤0.01%
39,597
-74
2742
$463K ﹤0.01%
22,700
+403
2743
$462K ﹤0.01%
+18,636
2744
$461K ﹤0.01%
+14,125
2745
$461K ﹤0.01%
4,512
+503
2746
$461K ﹤0.01%
1,432
+201
2747
$460K ﹤0.01%
9,520
+107
2748
$460K ﹤0.01%
11,245
+3,267
2749
$460K ﹤0.01%
+3,473
2750
$460K ﹤0.01%
6,332
-769
108 109
110
111 112