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
3026
$331K ﹤0.01%
19,438
+738
3027
$331K ﹤0.01%
1,914
-391
3028
$331K ﹤0.01%
13,695
+1,218
3029
$331K ﹤0.01%
2,901
-121
3030
$331K ﹤0.01%
+22,520
3031
$331K ﹤0.01%
+14,946
3032
$330K ﹤0.01%
9,572
-1,116
3033
$330K ﹤0.01%
6,598
-539
3034
$330K ﹤0.01%
13,904
+792
3035
$329K ﹤0.01%
10,191
-4,469
3036
$329K ﹤0.01%
33,743
+1,325
3037
$328K ﹤0.01%
4,939
+630
3038
$328K ﹤0.01%
7,629
-718
3039
$327K ﹤0.01%
9,550
+2,020
3040
$327K ﹤0.01%
+13,120
3041
$327K ﹤0.01%
20,720
+425
3042
$326K ﹤0.01%
1,940
+295
3043
$326K ﹤0.01%
6,160
-3,552
3044
$326K ﹤0.01%
6,567
+1,738
3045
$326K ﹤0.01%
44,972
-897
3046
$325K ﹤0.01%
23,670
+9,512
3047
$325K ﹤0.01%
16,204
+1,000
3048
$325K ﹤0.01%
18,521
-9,353
3049
$324K ﹤0.01%
9,344
-217
3050
$323K ﹤0.01%
9,018
+1,233
120 121
122
123 124