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
3176
$276K ﹤0.01%
11,088
3177
$276K ﹤0.01%
+3,930
3178
$276K ﹤0.01%
10,097
3179
$276K ﹤0.01%
2,767
+643
3180
$275K ﹤0.01%
+10,930
3181
$274K ﹤0.01%
2,508
-8
3182
$273K ﹤0.01%
69,583
-1,454
3183
$273K ﹤0.01%
3,434
-592
3184
$272K ﹤0.01%
5,585
+1,090
3185
$272K ﹤0.01%
27,281
-7,086
3186
$272K ﹤0.01%
9,287
3187
$272K ﹤0.01%
11,668
-2,260
3188
$271K ﹤0.01%
8,172
3189
$271K ﹤0.01%
4,425
3190
$271K ﹤0.01%
24,779
-1,898
3191
$271K ﹤0.01%
2,724
-1,315
3192
$270K ﹤0.01%
16,254
-2,703
3193
$270K ﹤0.01%
20,002
-731
3194
$270K ﹤0.01%
7,686
-2,719
3195
$269K ﹤0.01%
+21,115
3196
$268K ﹤0.01%
+3,351
3197
$268K ﹤0.01%
8,309
+1,443
3198
$268K ﹤0.01%
+2,712
3199
$268K ﹤0.01%
13,683
-390
3200
$267K ﹤0.01%
27,261
-3,304
126 127
128
129 130