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
3551
$108K ﹤0.01%
16,697
-100
3552
$108K ﹤0.01%
11,106
+148
3553
$108K ﹤0.01%
+10,121
3554
$107K ﹤0.01%
17,754
-41
3555
$107K ﹤0.01%
41,945
-297
3556
$105K ﹤0.01%
33,358
-2,642
3557
$103K ﹤0.01%
14,353
+1,270
3558
$103K ﹤0.01%
12,684
-6,940
3559
$103K ﹤0.01%
+17,609
3560
$102K ﹤0.01%
15,285
-1,900
3561
$102K ﹤0.01%
+21,510
3562
$101K ﹤0.01%
12,986
+161
3563
$99.8K ﹤0.01%
25,271
-2,425
3564
$99.4K ﹤0.01%
+10,571
3565
$98.7K ﹤0.01%
14,535
+448
3566
$98.6K ﹤0.01%
10,844
+112
3567
$98.4K ﹤0.01%
14,577
-1,938
3568
$98.1K ﹤0.01%
10,388
-34,275
3569
$98K ﹤0.01%
26,775
-8,648
3570
$96.1K ﹤0.01%
4,490
-2,335
3571
$95.2K ﹤0.01%
+18,912
3572
$94.8K ﹤0.01%
+14,513
3573
$94K ﹤0.01%
17,638
3574
$93.5K ﹤0.01%
+75,369
3575
$92.4K ﹤0.01%
11,462
-1,256
141 142
143
144 145