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
3651
$36.9K ﹤0.01%
25,532
+4,050
3652
$36.8K ﹤0.01%
15,733
-21,648
3653
$36.2K ﹤0.01%
18,488
-2,133
3654
$36.1K ﹤0.01%
+13,380
3655
$33.1K ﹤0.01%
19,125
-1,061
3656
$32.6K ﹤0.01%
13,272
+320
3657
$32.3K ﹤0.01%
34,227
-11,916
3658
$32.3K ﹤0.01%
25,608
-29,534
3659
$32.2K ﹤0.01%
+10,000
3660
$32.2K ﹤0.01%
722
-1,914
3661
$32K ﹤0.01%
3,060
+110
3662
$31.6K ﹤0.01%
23,251
3663
$30.7K ﹤0.01%
18,069
3664
$29.2K ﹤0.01%
+540
3665
$28.7K ﹤0.01%
12,148
-30,406
3666
$28.2K ﹤0.01%
21,525
-268
3667
$26.2K ﹤0.01%
13,100
-1,066
3668
$25.6K ﹤0.01%
20,122
-3,339
3669
$25.1K ﹤0.01%
15,780
+357
3670
$23.9K ﹤0.01%
10,400
3671
$23.4K ﹤0.01%
+13,000
3672
$22.6K ﹤0.01%
25,036
+12,500
3673
$21.7K ﹤0.01%
15,633
-2,517
3674
$19.6K ﹤0.01%
10,373
-3,113
3675
$19.5K ﹤0.01%
18,616
+2,652
145 146
147
148 149