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
1801
$1.63M ﹤0.01%
20,828
-717
1802
$1.63M ﹤0.01%
29,390
-3,028
1803
$1.63M ﹤0.01%
44,772
-1,197
1804
$1.63M ﹤0.01%
47,222
+5,701
1805
$1.62M ﹤0.01%
24,062
+11,024
1806
$1.62M ﹤0.01%
44,504
-1,684
1807
$1.61M ﹤0.01%
21,746
+400
1808
$1.61M ﹤0.01%
8,451
+2,597
1809
$1.61M ﹤0.01%
21,089
-483
1810
$1.61M ﹤0.01%
30,889
+1,631
1811
$1.6M ﹤0.01%
32,577
-2,278
1812
$1.59M ﹤0.01%
5,902
+1,645
1813
$1.59M ﹤0.01%
93,292
+4,620
1814
$1.59M ﹤0.01%
13,791
-605
1815
$1.59M ﹤0.01%
63,532
+22,091
1816
$1.59M ﹤0.01%
43,659
+523
1817
$1.58M ﹤0.01%
78,768
+25,716
1818
$1.58M ﹤0.01%
+78,387
1819
$1.58M ﹤0.01%
75,332
+5,460
1820
$1.58M ﹤0.01%
33,296
+877
1821
$1.57M ﹤0.01%
29,034
+756
1822
$1.57M ﹤0.01%
77,468
-13,675
1823
$1.57M ﹤0.01%
52,199
-512
1824
$1.57M ﹤0.01%
9,323
+53
1825
$1.57M ﹤0.01%
70,525
+22,779
71 72
73
74 75