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
2776
$448K ﹤0.01%
26,184
-1,103
2777
$446K ﹤0.01%
30,412
-1,832
2778
$443K ﹤0.01%
42,784
+810
2779
$443K ﹤0.01%
19,497
+8,667
2780
$442K ﹤0.01%
4,181
-1,529
2781
$442K ﹤0.01%
27,435
-29,643
2782
$440K ﹤0.01%
23,853
+1,125
2783
$440K ﹤0.01%
4,245
+1,461
2784
$440K ﹤0.01%
62,086
-1,137
2785
$439K ﹤0.01%
30,972
+109
2786
$438K ﹤0.01%
22,360
+1,946
2787
$437K ﹤0.01%
2,818
+187
2788
$436K ﹤0.01%
24,154
-4,106
2789
$436K ﹤0.01%
3,029
-390
2790
$436K ﹤0.01%
25,792
+12,190
2791
$435K ﹤0.01%
9,573
-881
2792
$434K ﹤0.01%
13,296
+883
2793
$433K ﹤0.01%
11,268
+1,348
2794
$432K ﹤0.01%
8,097
+1,034
2795
$432K ﹤0.01%
6,744
-23
2796
$432K ﹤0.01%
15,224
+7,566
2797
$431K ﹤0.01%
6,040
-2,506
2798
$430K ﹤0.01%
5,218
+285
2799
$429K ﹤0.01%
11,433
+1,003
2800
$427K ﹤0.01%
28,594
+290
110 111
112
113 114