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
3251
$251K ﹤0.01%
57,121
-34,829
3252
$251K ﹤0.01%
12,173
-585
3253
$250K ﹤0.01%
4,235
+383
3254
$250K ﹤0.01%
36,334
+4,152
3255
$250K ﹤0.01%
28,109
+9,796
3256
$249K ﹤0.01%
+4,807
3257
$249K ﹤0.01%
21,621
+1,680
3258
$248K ﹤0.01%
720
+80
3259
$248K ﹤0.01%
7,500
-273
3260
$247K ﹤0.01%
5,283
3261
$247K ﹤0.01%
+3,529
3262
$247K ﹤0.01%
+9,176
3263
$246K ﹤0.01%
11,300
-2,290
3264
$246K ﹤0.01%
11,649
+299
3265
$246K ﹤0.01%
4,656
+594
3266
$245K ﹤0.01%
9,615
-74
3267
$244K ﹤0.01%
5,472
-450
3268
$244K ﹤0.01%
6,013
+811
3269
$244K ﹤0.01%
19,404
+3,230
3270
$243K ﹤0.01%
5,134
+1,331
3271
$242K ﹤0.01%
18,633
-16,123
3272
$242K ﹤0.01%
+8,799
3273
$242K ﹤0.01%
5,661
+425
3274
$242K ﹤0.01%
+8,844
3275
$241K ﹤0.01%
8,776
129 130
131
132 133