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
1526
$2.37M 0.01%
45,071
-16,242
1527
$2.37M 0.01%
52,415
+6,373
1528
$2.36M ﹤0.01%
93,367
+822
1529
$2.36M ﹤0.01%
+116,662
1530
$2.35M ﹤0.01%
483,948
-9,379
1531
$2.34M ﹤0.01%
57,793
+9,887
1532
$2.34M ﹤0.01%
27,199
-7,447
1533
$2.34M ﹤0.01%
10,135
+312
1534
$2.34M ﹤0.01%
55,038
-8,416
1535
$2.34M ﹤0.01%
30,364
-1,279
1536
$2.33M ﹤0.01%
335,793
+19,752
1537
$2.33M ﹤0.01%
79,867
-22,812
1538
$2.32M ﹤0.01%
11,105
-196
1539
$2.31M ﹤0.01%
34,836
-7,578
1540
$2.31M ﹤0.01%
4,603
+160
1541
$2.31M ﹤0.01%
38,844
-16,827
1542
$2.31M ﹤0.01%
12,858
+3,011
1543
$2.3M ﹤0.01%
39,536
-811
1544
$2.3M ﹤0.01%
98,277
+5,817
1545
$2.3M ﹤0.01%
61,578
+4,576
1546
$2.3M ﹤0.01%
21,549
+6,032
1547
$2.3M ﹤0.01%
52,754
-820
1548
$2.3M ﹤0.01%
+46,397
1549
$2.3M ﹤0.01%
104,853
+20,933
1550
$2.29M ﹤0.01%
34,731
-2,222
60 61
62
63 64