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
2751
$460K ﹤0.01%
5,383
-1,309
2752
$459K ﹤0.01%
103,583
-12,624
2753
$459K ﹤0.01%
9,075
+1,006
2754
$459K ﹤0.01%
34,612
-2,539
2755
$458K ﹤0.01%
5,538
-743
2756
$457K ﹤0.01%
10,870
+776
2757
$456K ﹤0.01%
21,358
-2,377
2758
$456K ﹤0.01%
13,187
-2,364
2759
$456K ﹤0.01%
18,730
-2,400
2760
$455K ﹤0.01%
7,387
+1,723
2761
$454K ﹤0.01%
8,070
+1,562
2762
$453K ﹤0.01%
21,519
-19,444
2763
$453K ﹤0.01%
5,229
-4,922
2764
$453K ﹤0.01%
11,723
+3,575
2765
$452K ﹤0.01%
23,463
+4,590
2766
$452K ﹤0.01%
20,796
+1,974
2767
$452K ﹤0.01%
+4,025
2768
$452K ﹤0.01%
+15,358
2769
$451K ﹤0.01%
11,852
+730
2770
$450K ﹤0.01%
11,868
-510
2771
$450K ﹤0.01%
10,348
-1,110
2772
$449K ﹤0.01%
6,107
+171
2773
$449K ﹤0.01%
20,737
2774
$449K ﹤0.01%
34,959
-2,977
2775
$448K ﹤0.01%
58,820
-12,023
109 110
111
112 113