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
3126
$302K ﹤0.01%
5,321
-821
3127
$301K ﹤0.01%
7,448
-2,269
3128
$300K ﹤0.01%
38,705
+3,264
3129
$299K ﹤0.01%
+11,067
3130
$298K ﹤0.01%
3,730
+133
3131
$298K ﹤0.01%
17,588
-2,588
3132
$297K ﹤0.01%
9,799
-683
3133
$297K ﹤0.01%
4,294
-2,114
3134
$297K ﹤0.01%
23,843
+1,240
3135
$297K ﹤0.01%
+11,187
3136
$297K ﹤0.01%
57,164
-887
3137
$296K ﹤0.01%
20,026
+6,565
3138
$296K ﹤0.01%
3,943
-260
3139
$296K ﹤0.01%
11,879
3140
$296K ﹤0.01%
10,992
-400
3141
$295K ﹤0.01%
9,574
+773
3142
$294K ﹤0.01%
+11,598
3143
$294K ﹤0.01%
10,774
+134
3144
$293K ﹤0.01%
4,831
-3,238
3145
$293K ﹤0.01%
14,744
-10,833
3146
$293K ﹤0.01%
30,152
-6,722
3147
$293K ﹤0.01%
83,508
+8,102
3148
$293K ﹤0.01%
38,509
3149
$292K ﹤0.01%
22,972
-146
3150
$291K ﹤0.01%
11,140
124 125
126
127 128