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
3076
$318K ﹤0.01%
4,457
+158
3077
$317K ﹤0.01%
364
-9,797
3078
$317K ﹤0.01%
17,876
-70
3079
$316K ﹤0.01%
+15,798
3080
$315K ﹤0.01%
11,837
+3,245
3081
$315K ﹤0.01%
+5,670
3082
$315K ﹤0.01%
34,742
-2,390
3083
$314K ﹤0.01%
5,944
-1,298
3084
$314K ﹤0.01%
3,316
-446
3085
$314K ﹤0.01%
13,775
-1,160
3086
$314K ﹤0.01%
8,164
+202
3087
$313K ﹤0.01%
10,731
-368
3088
$313K ﹤0.01%
48,444
+17,944
3089
$312K ﹤0.01%
30,844
3090
$312K ﹤0.01%
4,796
+367
3091
$312K ﹤0.01%
9,872
-86
3092
$312K ﹤0.01%
9,682
+513
3093
$312K ﹤0.01%
884
-10
3094
$312K ﹤0.01%
5,129
-264
3095
$311K ﹤0.01%
14,891
-6,759
3096
$311K ﹤0.01%
38,276
+9,019
3097
$311K ﹤0.01%
8,235
+602
3098
$311K ﹤0.01%
17,414
+2,941
3099
$310K ﹤0.01%
5,442
+49
3100
$310K ﹤0.01%
46,747
-820,163
122 123
124
125 126