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
1626
$2.07M ﹤0.01%
15,657
+135
1627
$2.07M ﹤0.01%
68,826
+8,658
1628
$2.07M ﹤0.01%
54,128
-5,707
1629
$2.07M ﹤0.01%
64,437
-11,919
1630
$2.07M ﹤0.01%
10,353
-133
1631
$2.06M ﹤0.01%
44,492
-8,813
1632
$2.06M ﹤0.01%
118,093
-32,282
1633
$2.06M ﹤0.01%
31,751
+1,497
1634
$2.06M ﹤0.01%
123,606
+38,271
1635
$2.05M ﹤0.01%
56,649
+4,535
1636
$2.05M ﹤0.01%
136,659
+21,649
1637
$2.05M ﹤0.01%
251
-84
1638
$2.05M ﹤0.01%
21,411
+3,260
1639
$2.05M ﹤0.01%
55,684
-15,370
1640
$2.05M ﹤0.01%
20,527
-6,618
1641
$2.04M ﹤0.01%
12,048
+1,423
1642
$2.04M ﹤0.01%
40,297
+1,063
1643
$2.04M ﹤0.01%
101,240
+12,847
1644
$2.04M ﹤0.01%
75,068
-9,882
1645
$2.04M ﹤0.01%
82,191
-30,786
1646
$2.03M ﹤0.01%
57,662
-13,143
1647
$2.03M ﹤0.01%
13,269
+400
1648
$2.03M ﹤0.01%
208,035
+147,460
1649
$2.03M ﹤0.01%
31,474
-538
1650
$2.03M ﹤0.01%
21,403
+712
64 65
66
67 68