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
2976
$354K ﹤0.01%
14,628
+1,466
2977
$353K ﹤0.01%
7,593
-703
2978
$353K ﹤0.01%
6,503
+306
2979
$352K ﹤0.01%
5,904
-6
2980
$350K ﹤0.01%
32,062
-1,782
2981
$350K ﹤0.01%
35,950
-7,224
2982
$350K ﹤0.01%
6,834
-174
2983
$349K ﹤0.01%
1,891
+103
2984
$349K ﹤0.01%
8,471
-1,211
2985
$346K ﹤0.01%
4,287
2986
$346K ﹤0.01%
10,893
-9
2987
$345K ﹤0.01%
22,587
-3,226
2988
$345K ﹤0.01%
58,575
-2,449
2989
$345K ﹤0.01%
3,007
+136
2990
$345K ﹤0.01%
6,083
-9,593
2991
$345K ﹤0.01%
3,539
-247
2992
$344K ﹤0.01%
19,573
2993
$344K ﹤0.01%
16,316
+51
2994
$344K ﹤0.01%
29,217
+2,603
2995
$343K ﹤0.01%
11,273
+4,263
2996
$343K ﹤0.01%
3,572
+225
2997
$342K ﹤0.01%
4,121
+43
2998
$341K ﹤0.01%
+13,476
2999
$341K ﹤0.01%
+5,569
3000
$341K ﹤0.01%
10,027
-1,353
118 119
120
121 122