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
2801
$427K ﹤0.01%
18,936
+402
2802
$427K ﹤0.01%
5,288
+171
2803
$427K ﹤0.01%
4,622
+646
2804
$426K ﹤0.01%
+9,997
2805
$425K ﹤0.01%
32,587
-2,152
2806
$424K ﹤0.01%
+17,041
2807
$424K ﹤0.01%
+13,874
2808
$424K ﹤0.01%
4,694
-221
2809
$423K ﹤0.01%
10,928
+3,749
2810
$423K ﹤0.01%
15,442
-3,208
2811
$422K ﹤0.01%
+8,283
2812
$421K ﹤0.01%
28,417
+496
2813
$421K ﹤0.01%
12,326
+416
2814
$421K ﹤0.01%
+13,783
2815
$419K ﹤0.01%
3,285
+1,096
2816
$419K ﹤0.01%
2,671
+404
2817
$419K ﹤0.01%
16,836
-1,669
2818
$418K ﹤0.01%
3,957
-7,429
2819
$418K ﹤0.01%
61,833
+13,751
2820
$418K ﹤0.01%
+16,599
2821
$418K ﹤0.01%
34,164
-81,951
2822
$417K ﹤0.01%
1,757
+23
2823
$417K ﹤0.01%
+7,562
2824
$417K ﹤0.01%
+11,468
2825
$417K ﹤0.01%
127,106
+2,887
111 112
113
114 115