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
3226
$258K ﹤0.01%
+5,100
3227
$258K ﹤0.01%
8,920
-446
3228
$257K ﹤0.01%
+10,658
3229
$257K ﹤0.01%
11,361
-114
3230
$257K ﹤0.01%
4,424
-35
3231
$257K ﹤0.01%
4,958
-429
3232
$256K ﹤0.01%
23,629
+1,546
3233
$256K ﹤0.01%
29,164
-93
3234
$255K ﹤0.01%
8,781
+156
3235
$255K ﹤0.01%
+3,591
3236
$255K ﹤0.01%
10,365
+575
3237
$255K ﹤0.01%
6,610
-556
3238
$254K ﹤0.01%
+1,960
3239
$254K ﹤0.01%
18,318
-67,836
3240
$254K ﹤0.01%
10,717
+497
3241
$254K ﹤0.01%
10,852
+2,265
3242
$254K ﹤0.01%
2,753
+284
3243
$254K ﹤0.01%
1,383
+32
3244
$253K ﹤0.01%
2,732
+565
3245
$253K ﹤0.01%
74,817
+19,036
3246
$253K ﹤0.01%
6,483
-1,417
3247
$253K ﹤0.01%
16,733
+2,982
3248
$252K ﹤0.01%
11,556
-991
3249
$251K ﹤0.01%
5,232
-86
3250
$251K ﹤0.01%
2,946
-360
128 129
130
131 132