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
3351
$222K ﹤0.01%
10,722
+136
3352
$221K ﹤0.01%
6,743
-320
3353
$221K ﹤0.01%
7,794
-2,245
3354
$221K ﹤0.01%
11,846
-741
3355
$221K ﹤0.01%
7,413
-400
3356
$221K ﹤0.01%
6,006
+476
3357
$221K ﹤0.01%
21,000
-1,805
3358
$220K ﹤0.01%
6,562
-1,138
3359
$220K ﹤0.01%
44,319
+6,742
3360
$220K ﹤0.01%
+2,190
3361
$220K ﹤0.01%
+4,727
3362
$220K ﹤0.01%
9,306
+39
3363
$220K ﹤0.01%
3,564
+9
3364
$219K ﹤0.01%
4,368
-27,067
3365
$219K ﹤0.01%
5,357
+862
3366
$218K ﹤0.01%
32,070
-6,654
3367
$218K ﹤0.01%
+15,224
3368
$218K ﹤0.01%
+5,440
3369
$217K ﹤0.01%
13,475
-766
3370
$217K ﹤0.01%
+5,569
3371
$217K ﹤0.01%
4,771
-9,969
3372
$216K ﹤0.01%
+8,486
3373
$215K ﹤0.01%
26,892
+51
3374
$215K ﹤0.01%
20,576
+1,781
3375
$215K ﹤0.01%
7,890
-168
133 134
135
136 137