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
3101
$310K ﹤0.01%
+7,030
3102
$309K ﹤0.01%
269,105
-6,660
3103
$309K ﹤0.01%
36,566
+1,802
3104
$309K ﹤0.01%
5,904
-423
3105
$308K ﹤0.01%
12,504
-3,225
3106
$307K ﹤0.01%
10,377
+2,693
3107
$307K ﹤0.01%
4,429
-594
3108
$306K ﹤0.01%
40,217
-3,568
3109
$306K ﹤0.01%
32,886
+131
3110
$306K ﹤0.01%
2,718
+215
3111
$306K ﹤0.01%
10,645
+999
3112
$306K ﹤0.01%
27,730
+4,997
3113
$305K ﹤0.01%
4,440
-1,281
3114
$305K ﹤0.01%
+1,846
3115
$305K ﹤0.01%
7,645
-932
3116
$304K ﹤0.01%
9,109
-1,796
3117
$304K ﹤0.01%
1,418
-58
3118
$304K ﹤0.01%
+5,803
3119
$303K ﹤0.01%
10,279
+1,411
3120
$303K ﹤0.01%
5,546
-115
3121
$303K ﹤0.01%
6,299
+17
3122
$303K ﹤0.01%
3,011
+108
3123
$303K ﹤0.01%
41,156
+2,848
3124
$302K ﹤0.01%
9,249
+2,482
3125
$302K ﹤0.01%
5,263
123 124
125
126 127