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
1476
$2.55M 0.01%
15,856
+324
1477
$2.55M 0.01%
25,420
-2,574
1478
$2.54M 0.01%
93,657
-2,814
1479
$2.54M 0.01%
9,716
+8
1480
$2.54M 0.01%
4,127
+877
1481
$2.53M 0.01%
25,980
+6,741
1482
$2.53M 0.01%
51,743
+26,868
1483
$2.52M 0.01%
104,962
+9,559
1484
$2.52M 0.01%
49,549
+21,545
1485
$2.52M 0.01%
25,166
-3,871
1486
$2.52M 0.01%
55,460
+4,369
1487
$2.52M 0.01%
97,890
+14,454
1488
$2.51M 0.01%
47,716
+2,396
1489
$2.51M 0.01%
188,867
-4,611
1490
$2.5M 0.01%
41,661
+202
1491
$2.5M 0.01%
17,118
-368
1492
$2.5M 0.01%
44,076
-1,053
1493
$2.5M 0.01%
30,686
+26,877
1494
$2.49M 0.01%
53,021
-15,837
1495
$2.49M 0.01%
85,980
+25,233
1496
$2.48M 0.01%
29,248
-4,903
1497
$2.48M 0.01%
84,564
-23,567
1498
$2.48M 0.01%
94,033
-6,088
1499
$2.48M 0.01%
34,293
+2,534
1500
$2.47M 0.01%
25,851
+1,849
58 59
60
61 62