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
2826
$416K ﹤0.01%
5,084
-43
2827
$416K ﹤0.01%
6,902
-930
2828
$416K ﹤0.01%
5,395
+1,180
2829
$415K ﹤0.01%
3,074
-23
2830
$415K ﹤0.01%
19,067
+1,620
2831
$414K ﹤0.01%
14,183
2832
$414K ﹤0.01%
29,288
2833
$414K ﹤0.01%
8,045
-147
2834
$413K ﹤0.01%
3,407
-224
2835
$413K ﹤0.01%
3,052
-84
2836
$413K ﹤0.01%
10,530
-373
2837
$413K ﹤0.01%
+5,289
2838
$413K ﹤0.01%
4,940
+781
2839
$412K ﹤0.01%
8,540
-276
2840
$411K ﹤0.01%
25,876
+6,729
2841
$411K ﹤0.01%
2,913
-140
2842
$411K ﹤0.01%
+4,675
2843
$411K ﹤0.01%
12,985
+12
2844
$409K ﹤0.01%
3,636
+661
2845
$409K ﹤0.01%
27,026
+3,926
2846
$409K ﹤0.01%
9,083
-1,415
2847
$409K ﹤0.01%
11,712
-1,217
2848
$408K ﹤0.01%
14,208
+114
2849
$408K ﹤0.01%
7,645
+588
2850
$407K ﹤0.01%
2,002
+526
112 113
114
115 116