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
2951
$363K ﹤0.01%
10,726
+1,960
2952
$363K ﹤0.01%
2,754
+9
2953
$363K ﹤0.01%
10,267
-1,747
2954
$362K ﹤0.01%
2,917
+362
2955
$362K ﹤0.01%
7,230
-777
2956
$362K ﹤0.01%
19,850
+694
2957
$361K ﹤0.01%
4,265
+596
2958
$361K ﹤0.01%
11,104
+3,340
2959
$360K ﹤0.01%
+16,004
2960
$360K ﹤0.01%
18,937
-940
2961
$360K ﹤0.01%
18,712
+2,141
2962
$359K ﹤0.01%
9,082
+436
2963
$359K ﹤0.01%
4,601
+648
2964
$358K ﹤0.01%
16,906
+3,476
2965
$358K ﹤0.01%
6,985
+1,505
2966
$358K ﹤0.01%
10,580
+547
2967
$357K ﹤0.01%
9,800
+381
2968
$357K ﹤0.01%
25,453
+1,859
2969
$357K ﹤0.01%
10,669
-4,387
2970
$357K ﹤0.01%
41,857
-3,927
2971
$356K ﹤0.01%
+17,645
2972
$356K ﹤0.01%
4,824
-1,191
2973
$356K ﹤0.01%
7,587
+394
2974
$354K ﹤0.01%
16,548
-1,126
2975
$354K ﹤0.01%
7,347
-2,029
117 118
119
120 121