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
3301
$236K ﹤0.01%
+4,795
3302
$236K ﹤0.01%
+3,539
3303
$236K ﹤0.01%
3,864
3304
$235K ﹤0.01%
+6,969
3305
$235K ﹤0.01%
47,912
-4,753
3306
$235K ﹤0.01%
10,019
-4,095
3307
$235K ﹤0.01%
+6,222
3308
$235K ﹤0.01%
12,519
-1,091
3309
$235K ﹤0.01%
12,460
-13,921
3310
$234K ﹤0.01%
29,795
-3,623
3311
$234K ﹤0.01%
44,547
-3,088
3312
$234K ﹤0.01%
10,183
-297
3313
$234K ﹤0.01%
32,441
+18,469
3314
$233K ﹤0.01%
+2,850
3315
$233K ﹤0.01%
4,651
+300
3316
$232K ﹤0.01%
+14,924
3317
$232K ﹤0.01%
25,295
-3,938
3318
$231K ﹤0.01%
30,650
+2,703
3319
$231K ﹤0.01%
+9,782
3320
$230K ﹤0.01%
+4,226
3321
$230K ﹤0.01%
17,841
-9,147
3322
$230K ﹤0.01%
9,606
+109
3323
$229K ﹤0.01%
15,371
-3,769
3324
$229K ﹤0.01%
7,578
-1,049
3325
$229K ﹤0.01%
4,348
-34
131 132
133
134 135