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
3051
$323K ﹤0.01%
5,226
+599
3052
$323K ﹤0.01%
15,602
-2,137
3053
$322K ﹤0.01%
56,380
-442
3054
$322K ﹤0.01%
14,326
-2,755
3055
$322K ﹤0.01%
11,930
+844
3056
$322K ﹤0.01%
2,706
+699
3057
$321K ﹤0.01%
6,391
+1,241
3058
$321K ﹤0.01%
+8,777
3059
$321K ﹤0.01%
+67,920
3060
$321K ﹤0.01%
11,622
-1,718
3061
$320K ﹤0.01%
20,862
+3,718
3062
$320K ﹤0.01%
6,667
+912
3063
$320K ﹤0.01%
6,124
+135
3064
$320K ﹤0.01%
4,145
-73
3065
$319K ﹤0.01%
43,291
-2,841
3066
$319K ﹤0.01%
11,460
-367
3067
$319K ﹤0.01%
3,414
-1,610
3068
$319K ﹤0.01%
7,969
-997
3069
$319K ﹤0.01%
4,272
-4,491
3070
$319K ﹤0.01%
4,270
-1,143
3071
$319K ﹤0.01%
9,010
+159
3072
$319K ﹤0.01%
12,614
+877
3073
$319K ﹤0.01%
13,567
+3,288
3074
$318K ﹤0.01%
+6,123
3075
$318K ﹤0.01%
283,562
+23,250
121 122
123
124 125