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
2851
$407K ﹤0.01%
+16,094
2852
$407K ﹤0.01%
16,043
+337
2853
$407K ﹤0.01%
14,298
-17,840
2854
$406K ﹤0.01%
+15,727
2855
$406K ﹤0.01%
15,379
+1,793
2856
$405K ﹤0.01%
4,914
-468
2857
$405K ﹤0.01%
34,147
-6,102
2858
$404K ﹤0.01%
55,899
+2,484
2859
$404K ﹤0.01%
122,339
-9,100
2860
$403K ﹤0.01%
9,874
+1,279
2861
$403K ﹤0.01%
71,529
-26,648
2862
$403K ﹤0.01%
+9,456
2863
$403K ﹤0.01%
7,002
-1,327
2864
$402K ﹤0.01%
6,409
+3,303
2865
$401K ﹤0.01%
12,408
-474
2866
$401K ﹤0.01%
6,922
+2,729
2867
$401K ﹤0.01%
2,705
-931
2868
$400K ﹤0.01%
8,603
-3,481
2869
$400K ﹤0.01%
31,571
+9,756
2870
$400K ﹤0.01%
+12,992
2871
$399K ﹤0.01%
5,182
-300
2872
$399K ﹤0.01%
5,272
+2,437
2873
$398K ﹤0.01%
34,556
-57
2874
$397K ﹤0.01%
+7,915
2875
$396K ﹤0.01%
19,878
+265
113 114
115
116 117