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
1826
$1.57M ﹤0.01%
51,874
+692
1827
$1.57M ﹤0.01%
43,564
-4,705
1828
$1.57M ﹤0.01%
303,699
+58,287
1829
$1.56M ﹤0.01%
48,438
+4,007
1830
$1.56M ﹤0.01%
200,951
-6,223
1831
$1.56M ﹤0.01%
14,800
+2,361
1832
$1.56M ﹤0.01%
49,759
+569
1833
$1.56M ﹤0.01%
53,820
-1,166
1834
$1.55M ﹤0.01%
46,398
-10,808
1835
$1.55M ﹤0.01%
139,946
-8,857
1836
$1.55M ﹤0.01%
51,409
-5,019
1837
$1.55M ﹤0.01%
23,556
+632
1838
$1.55M ﹤0.01%
22,538
+4,386
1839
$1.54M ﹤0.01%
39,121
-6,530
1840
$1.54M ﹤0.01%
14,847
+1,465
1841
$1.54M ﹤0.01%
16,180
-213
1842
$1.54M ﹤0.01%
26,316
-1,031
1843
$1.54M ﹤0.01%
31,145
+3,079
1844
$1.54M ﹤0.01%
67,123
-3,100
1845
$1.54M ﹤0.01%
49,697
+2,388
1846
$1.54M ﹤0.01%
20,418
+2,736
1847
$1.54M ﹤0.01%
23,110
-547
1848
$1.54M ﹤0.01%
+35,766
1849
$1.53M ﹤0.01%
19,861
-835
1850
$1.53M ﹤0.01%
36,617
+3,555
72 73
74
75 76