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
1726
$1.82M ﹤0.01%
65,157
+15,711
1727
$1.82M ﹤0.01%
41,044
-1,456
1728
$1.82M ﹤0.01%
16,822
+1,209
1729
$1.82M ﹤0.01%
122,982
-11,857
1730
$1.82M ﹤0.01%
78,474
+6,389
1731
$1.81M ﹤0.01%
10,452
+1,511
1732
$1.81M ﹤0.01%
47,246
-13,909
1733
$1.81M ﹤0.01%
127,953
+5,713
1734
$1.81M ﹤0.01%
15,056
+2,735
1735
$1.8M ﹤0.01%
42,567
+6,890
1736
$1.8M ﹤0.01%
48,938
+8,762
1737
$1.8M ﹤0.01%
88,511
-166,976
1738
$1.79M ﹤0.01%
102,415
+71,144
1739
$1.79M ﹤0.01%
60,902
+47,695
1740
$1.79M ﹤0.01%
27,953
-13,698
1741
$1.79M ﹤0.01%
474,625
-28,342
1742
$1.79M ﹤0.01%
30,887
-4,798
1743
$1.79M ﹤0.01%
92,945
-12,395
1744
$1.77M ﹤0.01%
148,748
+3,527
1745
$1.77M ﹤0.01%
218,225
-3,312
1746
$1.76M ﹤0.01%
40,639
-2,980
1747
$1.76M ﹤0.01%
19,241
+7,235
1748
$1.76M ﹤0.01%
186,712
-955
1749
$1.75M ﹤0.01%
46,361
+14,192
1750
$1.75M ﹤0.01%
10,603
-1,368
68 69
70
71 72