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
3676
$19.3K ﹤0.01%
+14,332
3677
$19.3K ﹤0.01%
+10,112
3678
$18.8K ﹤0.01%
+20,000
3679
$16.5K ﹤0.01%
12,991
-9,978
3680
$15.9K ﹤0.01%
10,367
-4,889
3681
$15.7K ﹤0.01%
10,425
+325
3682
$14.5K ﹤0.01%
10,313
+9,086
3683
$12.2K ﹤0.01%
1,310
+260
3684
$11.6K ﹤0.01%
+10,000
3685
$11.6K ﹤0.01%
19,900
-750
3686
$11.4K ﹤0.01%
819
-24
3687
$11K ﹤0.01%
16,590
-10,100
3688
$10.6K ﹤0.01%
19,466
-5,029
3689
$8.54K ﹤0.01%
10,950
+450
3690
$7.65K ﹤0.01%
789
-449
3691
$7.46K ﹤0.01%
17
+9
3692
$7.27K ﹤0.01%
10,100
+100
3693
$6.9K ﹤0.01%
+10,000
3694
$5.54K ﹤0.01%
418
-40
3695
$4.4K ﹤0.01%
36,700
-221,301
3696
$4.4K ﹤0.01%
640
3697
$2.81K ﹤0.01%
107,910
-5,000
3698
$665 ﹤0.01%
16,500
3699
– –
-12,322
3700
– –
-24,900
146 147
148
149 150