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
2926
$375K ﹤0.01%
3,021
+213
2927
$375K ﹤0.01%
12,433
+561
2928
$375K ﹤0.01%
3,609
+733
2929
$374K ﹤0.01%
3,240
-147
2930
$373K ﹤0.01%
11,051
-117,475
2931
$372K ﹤0.01%
4,459
+1,175
2932
$372K ﹤0.01%
33,035
+936
2933
$372K ﹤0.01%
7,595
+861
2934
$372K ﹤0.01%
2,241
-6,904
2935
$371K ﹤0.01%
8,511
+403
2936
$370K ﹤0.01%
+15,300
2937
$369K ﹤0.01%
10,460
+3,345
2938
$369K ﹤0.01%
23,279
-284
2939
$368K ﹤0.01%
5,168
-60
2940
$368K ﹤0.01%
+11,817
2941
$368K ﹤0.01%
10,645
+690
2942
$367K ﹤0.01%
31,243
+1,277
2943
$367K ﹤0.01%
4,074
+266
2944
$366K ﹤0.01%
4,108
-3,398
2945
$366K ﹤0.01%
13,137
+565
2946
$366K ﹤0.01%
20,637
+4,176
2947
$366K ﹤0.01%
49,201
+37
2948
$364K ﹤0.01%
4,700
2949
$364K ﹤0.01%
27,066
+3,961
2950
$364K ﹤0.01%
43,247
+4,568
116 117
118
119 120