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
3201
$267K ﹤0.01%
10,458
-325
3202
$266K ﹤0.01%
16,418
+4,506
3203
$266K ﹤0.01%
24,064
+96
3204
$266K ﹤0.01%
13,844
+79
3205
$266K ﹤0.01%
6,417
+1,454
3206
$266K ﹤0.01%
26,337
+1,626
3207
$265K ﹤0.01%
3,057
+540
3208
$264K ﹤0.01%
9,816
+78
3209
$264K ﹤0.01%
17,818
-84,745
3210
$264K ﹤0.01%
17,733
+1,959
3211
$262K ﹤0.01%
15,164
-352
3212
$261K ﹤0.01%
5,764
-647
3213
$261K ﹤0.01%
2,800
+2
3214
$260K ﹤0.01%
5,141
-4,217
3215
$259K ﹤0.01%
49,944
+7,380
3216
$259K ﹤0.01%
3,816
-10,319
3217
$259K ﹤0.01%
2,659
-60
3218
$259K ﹤0.01%
1,716
+179
3219
$259K ﹤0.01%
7,856
+349
3220
$259K ﹤0.01%
6,707
-1,182
3221
$259K ﹤0.01%
18,407
-56,974
3222
$258K ﹤0.01%
9,373
+350
3223
$258K ﹤0.01%
+14,292
3224
$258K ﹤0.01%
26,159
+3,467
3225
$258K ﹤0.01%
61,230
-17,547
127 128
129
130 131