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
3151
$289K ﹤0.01%
11,386
+497
3152
$289K ﹤0.01%
13,213
-1,445
3153
$287K ﹤0.01%
14,362
+80
3154
$286K ﹤0.01%
19,898
+3,679
3155
$284K ﹤0.01%
10,564
-693
3156
$284K ﹤0.01%
11,035
-137
3157
$283K ﹤0.01%
3,832
+1,001
3158
$283K ﹤0.01%
+4,410
3159
$282K ﹤0.01%
31,969
-1,154
3160
$282K ﹤0.01%
3,324
-838
3161
$282K ﹤0.01%
34,054
+12,346
3162
$281K ﹤0.01%
22,112
+946
3163
$281K ﹤0.01%
9,009
-1,351
3164
$280K ﹤0.01%
7,669
-3,134
3165
$280K ﹤0.01%
8,488
+1,023
3166
$279K ﹤0.01%
678
-26
3167
$279K ﹤0.01%
3,694
+224
3168
$279K ﹤0.01%
+11,118
3169
$278K ﹤0.01%
34,740
-7,361
3170
$278K ﹤0.01%
13,433
+1,101
3171
$278K ﹤0.01%
27,558
-39,564
3172
$277K ﹤0.01%
+10,512
3173
$277K ﹤0.01%
+6,724
3174
$277K ﹤0.01%
208,257
+85,402
3175
$277K ﹤0.01%
3,312
-253
125 126
127
128 129