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
1651
$2.02M ﹤0.01%
15,303
-974
1652
$2.01M ﹤0.01%
33,293
-9,486
1653
$2.01M ﹤0.01%
194,295
+10,955
1654
$2.01M ﹤0.01%
42,074
+3,020
1655
$2.01M ﹤0.01%
164,285
+1,834
1656
$2.01M ﹤0.01%
23,783
-12,021
1657
$2M ﹤0.01%
51,277
-4,340
1658
$2M ﹤0.01%
18,543
+14,630
1659
$2M ﹤0.01%
205,919
+36,473
1660
$2M ﹤0.01%
95,358
-2,291
1661
$2M ﹤0.01%
71,860
-4,473
1662
$2M ﹤0.01%
98,054
+7,524
1663
$1.99M ﹤0.01%
18,209
-414
1664
$1.99M ﹤0.01%
61,158
-7,410
1665
$1.99M ﹤0.01%
58,899
+3,883
1666
$1.99M ﹤0.01%
34,726
-1,360
1667
$1.99M ﹤0.01%
37,598
+4,313
1668
$1.98M ﹤0.01%
161,814
-3,816
1669
$1.98M ﹤0.01%
70,319
+7,810
1670
$1.98M ﹤0.01%
65,332
-11,167
1671
$1.98M ﹤0.01%
82,465
-18,732
1672
$1.98M ﹤0.01%
130,650
+110,617
1673
$1.97M ﹤0.01%
56,434
+36,741
1674
$1.97M ﹤0.01%
57,876
-829
1675
$1.97M ﹤0.01%
30,242
+303
65 66
67
68 69