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
1551
$2.29M ﹤0.01%
43,034
-28,861
1552
$2.29M ﹤0.01%
87,598
+9,734
1553
$2.29M ﹤0.01%
55,555
+50,502
1554
$2.28M ﹤0.01%
61,050
+22,596
1555
$2.28M ﹤0.01%
26,970
-2,324
1556
$2.28M ﹤0.01%
41,664
-12,309
1557
$2.28M ﹤0.01%
45,085
+5,049
1558
$2.28M ﹤0.01%
67,302
+203
1559
$2.27M ﹤0.01%
94,685
+43,656
1560
$2.27M ﹤0.01%
83,205
+1,807
1561
$2.27M ﹤0.01%
106,243
-1,305
1562
$2.27M ﹤0.01%
398,246
+8,885
1563
$2.27M ﹤0.01%
33,991
+2,440
1564
$2.26M ﹤0.01%
13,498
-228
1565
$2.26M ﹤0.01%
25,223
+1,175
1566
$2.26M ﹤0.01%
125,365
+40,475
1567
$2.24M ﹤0.01%
58,176
+17,965
1568
$2.24M ﹤0.01%
72,378
+11,346
1569
$2.24M ﹤0.01%
17,780
+140
1570
$2.24M ﹤0.01%
11,970
-339
1571
$2.24M ﹤0.01%
122,132
-3,561
1572
$2.24M ﹤0.01%
107,372
-33,121
1573
$2.23M ﹤0.01%
55,434
-36,305
1574
$2.23M ﹤0.01%
33,166
+951
1575
$2.23M ﹤0.01%
53,158
+4,970
61 62
63
64 65