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
3001
$341K ﹤0.01%
2,176
+31
3002
$341K ﹤0.01%
37,252
+7,704
3003
$341K ﹤0.01%
4,501
+166
3004
$340K ﹤0.01%
+1,391
3005
$340K ﹤0.01%
56,917
-8,250
3006
$338K ﹤0.01%
5,455
+1,460
3007
$338K ﹤0.01%
18,590
+3,515
3008
$338K ﹤0.01%
10,681
-632
3009
$338K ﹤0.01%
16,719
-229
3010
$338K ﹤0.01%
14,334
-2,396
3011
$338K ﹤0.01%
3,266
-323
3012
$337K ﹤0.01%
8,144
+3,097
3013
$336K ﹤0.01%
5,955
+445
3014
$336K ﹤0.01%
1,793
+605
3015
$336K ﹤0.01%
14,449
-861
3016
$336K ﹤0.01%
10,470
-317
3017
$335K ﹤0.01%
+13,665
3018
$335K ﹤0.01%
8,538
-3,366
3019
$335K ﹤0.01%
274
+9
3020
$334K ﹤0.01%
8,781
-850
3021
$334K ﹤0.01%
15,181
-17,705
3022
$333K ﹤0.01%
11,882
3023
$333K ﹤0.01%
17,959
+6,765
3024
$333K ﹤0.01%
12,087
+1,197
3025
$332K ﹤0.01%
56,667
-149,651
119 120
121
122 123