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
3376
$215K ﹤0.01%
21,474
3377
$215K ﹤0.01%
4,282
-1,045
3378
$214K ﹤0.01%
+3,507
3379
$214K ﹤0.01%
2,805
-21
3380
$214K ﹤0.01%
4,551
-21,484
3381
$214K ﹤0.01%
+2,550
3382
$214K ﹤0.01%
3,759
+258
3383
$214K ﹤0.01%
21,177
+4,154
3384
$214K ﹤0.01%
4,171
-712
3385
$214K ﹤0.01%
+33,413
3386
$213K ﹤0.01%
+3,410
3387
$213K ﹤0.01%
+5,991
3388
$213K ﹤0.01%
23,597
3389
$213K ﹤0.01%
14,781
-1,256
3390
$212K ﹤0.01%
+11,981
3391
$212K ﹤0.01%
4,286
+175
3392
$212K ﹤0.01%
+3,357
3393
$211K ﹤0.01%
8,416
3394
$211K ﹤0.01%
+2,576
3395
$211K ﹤0.01%
4,260
3396
$211K ﹤0.01%
+11,822
3397
$211K ﹤0.01%
+10,945
3398
$211K ﹤0.01%
12,239
+1,182
3399
$210K ﹤0.01%
1,598
-443
3400
$210K ﹤0.01%
103,148
+10,846
134 135
136
137 138