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
2876
$396K ﹤0.01%
29,212
+4,188
2877
$396K ﹤0.01%
4,700
+547
2878
$396K ﹤0.01%
15,407
-915
2879
$395K ﹤0.01%
6,400
-955
2880
$394K ﹤0.01%
1,779
-82
2881
$394K ﹤0.01%
11,963
-38
2882
$394K ﹤0.01%
72,678
+2,050
2883
$394K ﹤0.01%
6,885
+3,306
2884
$393K ﹤0.01%
14,559
-1,197
2885
$393K ﹤0.01%
5,547
-1,003
2886
$393K ﹤0.01%
11,262
+586
2887
$393K ﹤0.01%
22,412
+7
2888
$393K ﹤0.01%
90,095
-10,604
2889
$392K ﹤0.01%
37,768
+1,040
2890
$392K ﹤0.01%
29,313
+12,692
2891
$392K ﹤0.01%
15,256
2892
$392K ﹤0.01%
14,243
+5,379
2893
$391K ﹤0.01%
56,513
+582
2894
$390K ﹤0.01%
11,443
+1,452
2895
$390K ﹤0.01%
4,516
+1,223
2896
$388K ﹤0.01%
30,748
+2,435
2897
$388K ﹤0.01%
12,699
+2,619
2898
$388K ﹤0.01%
+3,851
2899
$387K ﹤0.01%
30,644
-3,331
2900
$387K ﹤0.01%
6,543
+755
114 115
116
117 118