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
1701
$1.9M ﹤0.01%
41,682
+2,415
1702
$1.9M ﹤0.01%
7,521
+1,479
1703
$1.9M ﹤0.01%
147,609
+50,125
1704
$1.9M ﹤0.01%
62,422
+21,281
1705
$1.9M ﹤0.01%
23,370
+15,906
1706
$1.9M ﹤0.01%
7,041
+615
1707
$1.89M ﹤0.01%
20,736
+1,044
1708
$1.89M ﹤0.01%
63,506
+2,402
1709
$1.89M ﹤0.01%
41,856
-55
1710
$1.88M ﹤0.01%
48,800
+19,826
1711
$1.87M ﹤0.01%
34,541
-1,615
1712
$1.87M ﹤0.01%
22,526
+1,116
1713
$1.87M ﹤0.01%
53,548
-7,367
1714
$1.87M ﹤0.01%
56,642
-3,766
1715
$1.86M ﹤0.01%
27,307
+315
1716
$1.86M ﹤0.01%
98,631
-38,534
1717
$1.86M ﹤0.01%
224,372
+22,246
1718
$1.85M ﹤0.01%
63,322
+13,078
1719
$1.85M ﹤0.01%
43,168
+1,797
1720
$1.85M ﹤0.01%
47,089
+10,251
1721
$1.85M ﹤0.01%
30,198
+2,711
1722
$1.85M ﹤0.01%
118,951
-5,018
1723
$1.84M ﹤0.01%
60,549
+538
1724
$1.83M ﹤0.01%
86,683
+47,647
1725
$1.82M ﹤0.01%
10,896
+2,485
67 68
69
70 71