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
1876
$1.48M ﹤0.01%
48,812
+152
1877
$1.48M ﹤0.01%
10,499
+3,449
1878
$1.48M ﹤0.01%
35,390
-741
1879
$1.48M ﹤0.01%
73,627
+16,158
1880
$1.48M ﹤0.01%
128,466
+17,144
1881
$1.48M ﹤0.01%
22,797
-332
1882
$1.48M ﹤0.01%
29,403
+294
1883
$1.48M ﹤0.01%
39,809
+15,289
1884
$1.47M ﹤0.01%
10,661
-486
1885
$1.46M ﹤0.01%
45,346
+857
1886
$1.46M ﹤0.01%
15,375
-14,892
1887
$1.46M ﹤0.01%
51,436
-7,860
1888
$1.46M ﹤0.01%
6,761
+612
1889
$1.46M ﹤0.01%
153,249
+22,302
1890
$1.46M ﹤0.01%
36,135
-4,451
1891
$1.45M ﹤0.01%
155,640
-162,023
1892
$1.45M ﹤0.01%
72,058
+1,594
1893
$1.45M ﹤0.01%
11,593
+2,498
1894
$1.45M ﹤0.01%
383,115
-23,613
1895
$1.45M ﹤0.01%
8,480
-7,912
1896
$1.45M ﹤0.01%
27,794
-1,459
1897
$1.44M ﹤0.01%
21,936
+51
1898
$1.44M ﹤0.01%
55,461
-23,091
1899
$1.44M ﹤0.01%
56,071
-507
1900
$1.44M ﹤0.01%
29,081
+354
74 75
76
77 78