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 10.9%
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
626
$12.3M 0.03%
70,784
-822
627
$12.3M 0.03%
265,088
-22,627
628
$12.2M 0.03%
125,831
+11,946
629
$12.1M 0.03%
101,309
-1,128
630
$12.1M 0.03%
6,079
-642
631
$12.1M 0.03%
+490,490
632
$12.1M 0.03%
71,350
-15,197
633
$12.1M 0.03%
147,579
+3,249
634
$12M 0.03%
437,036
-6,911
635
$12M 0.03%
442,868
+19,481
636
$12M 0.03%
378,356
+356,554
637
$12M 0.03%
435,414
+45,099
638
$12M 0.03%
675,484
+123,277
639
$11.9M 0.02%
335,540
+263,896
640
$11.9M 0.02%
77,075
+14,689
641
$11.9M 0.02%
591,732
-108,640
642
$11.9M 0.02%
63,528
+917
643
$11.9M 0.02%
181,490
-7,747
644
$11.8M 0.02%
114,604
+10,448
645
$11.8M 0.02%
405,487
-646,958
646
$11.8M 0.02%
84,747
-4,072
647
$11.8M 0.02%
315,678
-43,588
648
$11.7M 0.02%
187,489
+18,317
649
$11.7M 0.02%
308,100
+18,029
650
$11.7M 0.02%
116,795
-152,451
24 25
26
27 28