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
3326
$229K ﹤0.01%
9,627
-292
3327
$229K ﹤0.01%
+5,906
3328
$228K ﹤0.01%
+3,222
3329
$228K ﹤0.01%
22,532
3330
$228K ﹤0.01%
+12,552
3331
$228K ﹤0.01%
9,322
-528
3332
$227K ﹤0.01%
59,657
-27,699
3333
$227K ﹤0.01%
+10,857
3334
$227K ﹤0.01%
8,285
+284
3335
$226K ﹤0.01%
44,047
-7,212
3336
$226K ﹤0.01%
12,573
+417
3337
$226K ﹤0.01%
4,412
+75
3338
$226K ﹤0.01%
30,354
+277
3339
$226K ﹤0.01%
4,717
+357
3340
$226K ﹤0.01%
59,091
-772
3341
$226K ﹤0.01%
17,450
3342
$226K ﹤0.01%
6,347
-3,048
3343
$226K ﹤0.01%
1,504
-1,309
3344
$225K ﹤0.01%
+10,896
3345
$225K ﹤0.01%
7,969
-296
3346
$224K ﹤0.01%
9,506
-223
3347
$223K ﹤0.01%
10,591
-4,777
3348
$223K ﹤0.01%
8,033
-4,012
3349
$222K ﹤0.01%
4,087
-248
3350
$222K ﹤0.01%
10,033
-122,378
132 133
134
135 136