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
1051
$4.81M 0.01%
103,324
+4,522
1052
$4.81M 0.01%
14,431
+1,802
1053
$4.8M 0.01%
52,509
+709
1054
$4.79M 0.01%
9,282
+847
1055
$4.79M 0.01%
23,382
-4,077
1056
$4.79M 0.01%
141,950
-67,974
1057
$4.78M 0.01%
14,653
+201
1058
$4.77M 0.01%
172,943
+17,929
1059
$4.75M 0.01%
55,069
+2,038
1060
$4.74M 0.01%
123,382
-1,657
1061
$4.73M 0.01%
192,938
-10,521
1062
$4.73M 0.01%
188,701
+25,399
1063
$4.71M 0.01%
203,112
+6,971
1064
$4.71M 0.01%
120,980
+17,152
1065
$4.71M 0.01%
362,311
+23,515
1066
$4.71M 0.01%
163,559
+5,847
1067
$4.7M 0.01%
75,193
-19,706
1068
$4.7M 0.01%
144,009
+17,376
1069
$4.7M 0.01%
195,444
+4,205
1070
$4.69M 0.01%
234,303
+156,366
1071
$4.68M 0.01%
89,370
-3,363
1072
$4.68M 0.01%
97,745
+3,969
1073
$4.67M 0.01%
94,043
-3,550
1074
$4.64M 0.01%
82,637
-9,312
1075
$4.62M 0.01%
95,006
+11,243
41 42
43
44 45