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
3476
$162K ﹤0.01%
21,766
-1,461
3477
$161K ﹤0.01%
26,467
+2,316
3478
$160K ﹤0.01%
20,721
-1,253
3479
$158K ﹤0.01%
+11,370
3480
$158K ﹤0.01%
21,116
3481
$157K ﹤0.01%
15,489
-276
3482
$156K ﹤0.01%
43,753
-18,205
3483
$156K ﹤0.01%
19,224
+3,760
3484
$155K ﹤0.01%
34,337
+4,640
3485
$154K ﹤0.01%
16,321
+27
3486
$153K ﹤0.01%
13,148
-4,788
3487
$153K ﹤0.01%
11,960
+51
3488
$153K ﹤0.01%
+19,976
3489
$152K ﹤0.01%
+10,884
3490
$152K ﹤0.01%
14,876
-1,051
3491
$152K ﹤0.01%
17,977
-2,918
3492
$151K ﹤0.01%
+10,684
3493
$151K ﹤0.01%
50,408
+15,863
3494
$150K ﹤0.01%
+14,001
3495
$150K ﹤0.01%
10,573
-3,334
3496
$149K ﹤0.01%
17,144
+1,432
3497
$149K ﹤0.01%
14,560
-214
3498
$148K ﹤0.01%
10,956
-41,068
3499
$145K ﹤0.01%
+10,340
3500
$145K ﹤0.01%
14,099
+1,172
138 139
140
141 142