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
3526
$123K ﹤0.01%
90,257
+45,822
3527
$122K ﹤0.01%
11,933
-369
3528
$121K ﹤0.01%
10,797
+334
3529
$120K ﹤0.01%
13,818
-13
3530
$120K ﹤0.01%
22,341
+2,536
3531
$119K ﹤0.01%
19,421
+1,421
3532
$119K ﹤0.01%
15,566
-4,036
3533
$118K ﹤0.01%
17,211
-2,495
3534
$117K ﹤0.01%
+18,589
3535
$116K ﹤0.01%
+70,006
3536
$115K ﹤0.01%
10,086
3537
$115K ﹤0.01%
23,810
+28
3538
$114K ﹤0.01%
16,423
-1,238
3539
$114K ﹤0.01%
20,754
-4,102
3540
$114K ﹤0.01%
41,656
-25,159
3541
$114K ﹤0.01%
+10,410
3542
$114K ﹤0.01%
13,672
-855
3543
$113K ﹤0.01%
11,581
-294,485
3544
$113K ﹤0.01%
+11,966
3545
$113K ﹤0.01%
15,000
3546
$112K ﹤0.01%
22,439
+125
3547
$111K ﹤0.01%
24,892
-226,275
3548
$110K ﹤0.01%
16,594
+73
3549
$110K ﹤0.01%
+28,895
3550
$110K ﹤0.01%
12,195
-859
140 141
142
143 144