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
3401
$210K ﹤0.01%
2,766
+76
3402
$209K ﹤0.01%
21,625
-4,500
3403
$209K ﹤0.01%
+8,710
3404
$209K ﹤0.01%
57,127
-3,920
3405
$208K ﹤0.01%
+4,650
3406
$208K ﹤0.01%
+1,316
3407
$207K ﹤0.01%
24,209
-475
3408
$207K ﹤0.01%
+5,194
3409
$207K ﹤0.01%
+29,724
3410
$206K ﹤0.01%
18,308
-13,619
3411
$206K ﹤0.01%
+5,322
3412
$205K ﹤0.01%
5,971
-302
3413
$205K ﹤0.01%
29,885
3414
$205K ﹤0.01%
+6,956
3415
$204K ﹤0.01%
+9,710
3416
$204K ﹤0.01%
11,493
-392,833
3417
$203K ﹤0.01%
7,751
-23,978
3418
$203K ﹤0.01%
+898
3419
$202K ﹤0.01%
4,362
-282
3420
$202K ﹤0.01%
+3,366
3421
$201K ﹤0.01%
+4,093
3422
$201K ﹤0.01%
2,723
-66
3423
$201K ﹤0.01%
3,276
-3,693
3424
$201K ﹤0.01%
3,993
-2,024
3425
$201K ﹤0.01%
+7,314
135 136
137
138 139