Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
+$116M
2
+$91.3M
3
+$64.3M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$63.5M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$59.3M

Top Sells

1
+$58.9M
2
+$50M
3
+$30.6M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$28.7M
5
VTWG icon
Vanguard Russell 2000 Growth ETF
VTWG
+$24.9M

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
3801
– –
-10,222
3802
– –
-7,908
3803
– –
-5,886
3804
– –
-625
3805
– –
-13,227
3806
– –
-22,261
3807
– –
-9,221
3808
– –
-964
3809
– –
-93,355
3810
– –
-8,276
3811
– –
-13,842
3812
– –
-4,529
3813
– –
-11,493
3814
– –
-332,333
3815
– –
-5,764
3816
– –
-2,649
3817
– –
-171,428
3818
– –
-22,520
3819
– –
-5,034
3820
– –
-28,290
3821
– –
0
3822
– –
-15,933
3823
– –
-13,529
3824
– –
-100,052
3825
– –
-61,002
151 152
153
154 155