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
3426
$201K ﹤0.01%
6,584
3427
$200K ﹤0.01%
16,528
-51,636
3428
$200K ﹤0.01%
+6,010
3429
$200K ﹤0.01%
17,163
+176
3430
$200K ﹤0.01%
+6,153
3431
$200K ﹤0.01%
+8,999
3432
$198K ﹤0.01%
+10,645
3433
$196K ﹤0.01%
19,849
+9,370
3434
$195K ﹤0.01%
19,001
+31
3435
$191K ﹤0.01%
25,794
-2,797
3436
$191K ﹤0.01%
13,544
-4,754
3437
$190K ﹤0.01%
29,150
-1,694,195
3438
$190K ﹤0.01%
+11,754
3439
$190K ﹤0.01%
73,552
+29,080
3440
$190K ﹤0.01%
13,104
-40,100
3441
$190K ﹤0.01%
17,617
-3,462
3442
$190K ﹤0.01%
38,362
-86
3443
$189K ﹤0.01%
18,316
-1,771
3444
$189K ﹤0.01%
70,979
-5,336
3445
$189K ﹤0.01%
101,906
+5,063
3446
$187K ﹤0.01%
13,524
-4,460
3447
$185K ﹤0.01%
20,162
-2,340
3448
$184K ﹤0.01%
37,138
-10,324
3449
$183K ﹤0.01%
15,797
+3,724
3450
$183K ﹤0.01%
14,030
-800
136 137
138
139 140