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
1751
$1.75M ﹤0.01%
7,081
-123
1752
$1.75M ﹤0.01%
37,265
+8,054
1753
$1.74M ﹤0.01%
75,232
-72,501
1754
$1.74M ﹤0.01%
8,674
+10
1755
$1.73M ﹤0.01%
44,579
+5,025
1756
$1.73M ﹤0.01%
36,703
+1,888
1757
$1.73M ﹤0.01%
43,589
-1,872
1758
$1.73M ﹤0.01%
33,599
+916
1759
$1.73M ﹤0.01%
22,799
+9,314
1760
$1.73M ﹤0.01%
60,966
-6
1761
$1.73M ﹤0.01%
211,221
-15,365
1762
$1.72M ﹤0.01%
38,712
+6,281
1763
$1.72M ﹤0.01%
93,164
+7,321
1764
$1.72M ﹤0.01%
27,155
-19,744
1765
$1.72M ﹤0.01%
25,386
+961
1766
$1.71M ﹤0.01%
61,020
-2,929
1767
$1.71M ﹤0.01%
71,982
+4,468
1768
$1.7M ﹤0.01%
34,913
-10,045
1769
$1.7M ﹤0.01%
77,458
+1,666
1770
$1.7M ﹤0.01%
105,034
-36,678
1771
$1.7M ﹤0.01%
+56,574
1772
$1.7M ﹤0.01%
16,509
+1,813
1773
$1.7M ﹤0.01%
40,783
+3,121
1774
$1.7M ﹤0.01%
37,614
+1,000
1775
$1.69M ﹤0.01%
38,672
+2,914
69 70
71
72 73