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
3501
$144K ﹤0.01%
11,920
+1,836
3502
$144K ﹤0.01%
15,544
-54
3503
$142K ﹤0.01%
22,147
+140
3504
$141K ﹤0.01%
27,880
+9,134
3505
$140K ﹤0.01%
+10,721
3506
$140K ﹤0.01%
12,392
-1,536
3507
$139K ﹤0.01%
17,728
-29,794
3508
$138K ﹤0.01%
+13,164
3509
$137K ﹤0.01%
12,289
-1,267
3510
$136K ﹤0.01%
16,472
+1,114
3511
$134K ﹤0.01%
+10,108
3512
$132K ﹤0.01%
13,173
+2,721
3513
$132K ﹤0.01%
18,732
-868
3514
$131K ﹤0.01%
11,321
-476
3515
$131K ﹤0.01%
16,667
+714
3516
$131K ﹤0.01%
11,312
3517
$130K ﹤0.01%
10,953
-118
3518
$129K ﹤0.01%
27,720
+931
3519
$128K ﹤0.01%
26,659
+16,432
3520
$128K ﹤0.01%
11,283
+183
3521
$126K ﹤0.01%
24,889
-784
3522
$126K ﹤0.01%
42,567
-5,994
3523
$125K ﹤0.01%
12,727
-2,890
3524
$124K ﹤0.01%
39,710
-25,466
3525
$124K ﹤0.01%
56,000
-20,944
139 140
141
142 143