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
3276
$241K ﹤0.01%
+4,666
3277
$241K ﹤0.01%
18,251
-18,057
3278
$240K ﹤0.01%
21,625
-289
3279
$240K ﹤0.01%
95,737
-9,682
3280
$240K ﹤0.01%
1,271
-27
3281
$240K ﹤0.01%
4,246
+1,801
3282
$240K ﹤0.01%
6,538
-434
3283
$240K ﹤0.01%
3,033
-47
3284
$239K ﹤0.01%
14,154
+1,053
3285
$239K ﹤0.01%
27,967
+53
3286
$239K ﹤0.01%
+9,715
3287
$238K ﹤0.01%
+2,107
3288
$238K ﹤0.01%
5,505
-92
3289
$238K ﹤0.01%
13,018
-15,789
3290
$238K ﹤0.01%
8,773
3291
$237K ﹤0.01%
6,902
-46
3292
$237K ﹤0.01%
+15,571
3293
$237K ﹤0.01%
+10,508
3294
$237K ﹤0.01%
1,776
-47
3295
$236K ﹤0.01%
10,134
+38
3296
$236K ﹤0.01%
+10,021
3297
$236K ﹤0.01%
1,626
+332
3298
$236K ﹤0.01%
+652
3299
$236K ﹤0.01%
16,856
-182
3300
$236K ﹤0.01%
4,076
-2,131
130 131
132
133 134