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
3451
$182K ﹤0.01%
20,850
+7,703
3452
$180K ﹤0.01%
10,390
+169
3453
$179K ﹤0.01%
31,652
+2,452
3454
$178K ﹤0.01%
+11,526
3455
$178K ﹤0.01%
12,706
-11,355
3456
$178K ﹤0.01%
23,150
3457
$174K ﹤0.01%
33,908
-51,867
3458
$173K ﹤0.01%
16,763
3459
$173K ﹤0.01%
14,487
-13,658
3460
$170K ﹤0.01%
30,417
+6,517
3461
$170K ﹤0.01%
24,370
+3,191
3462
$169K ﹤0.01%
15,839
-2,558
3463
$168K ﹤0.01%
10,711
+206
3464
$168K ﹤0.01%
14,896
+1,672
3465
$168K ﹤0.01%
19,337
-3,643
3466
$167K ﹤0.01%
14,167
+1,200
3467
$167K ﹤0.01%
171,538
+7,879
3468
$166K ﹤0.01%
5,840
+1,054
3469
$166K ﹤0.01%
99,202
+3,344
3470
$165K ﹤0.01%
14,649
+163
3471
$164K ﹤0.01%
+11,236
3472
$164K ﹤0.01%
+14,159
3473
$163K ﹤0.01%
34,452
-26,471
3474
$163K ﹤0.01%
+17,567
3475
$163K ﹤0.01%
+10,704
137 138
139
140 141