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
1901
$1.44M ﹤0.01%
963,793
+232,821
1902
$1.43M ﹤0.01%
7,687
-75
1903
$1.43M ﹤0.01%
19,857
-887
1904
$1.43M ﹤0.01%
56,240
+10,315
1905
$1.43M ﹤0.01%
9,648
-687
1906
$1.43M ﹤0.01%
39,161
-3,056
1907
$1.43M ﹤0.01%
19,668
+1,039
1908
$1.43M ﹤0.01%
25,738
-414
1909
$1.43M ﹤0.01%
6,936
-5,324
1910
$1.43M ﹤0.01%
70,032
+28,627
1911
$1.43M ﹤0.01%
93,998
+9,694
1912
$1.42M ﹤0.01%
38,925
-1,287
1913
$1.42M ﹤0.01%
34,033
+18,566
1914
$1.42M ﹤0.01%
38,748
-17,841
1915
$1.42M ﹤0.01%
26,568
+3,467
1916
$1.42M ﹤0.01%
40,010
-1,247
1917
$1.42M ﹤0.01%
46,992
-8,924
1918
$1.41M ﹤0.01%
97,966
+1,194
1919
$1.41M ﹤0.01%
12,311
-2,980
1920
$1.41M ﹤0.01%
70,946
+59,640
1921
$1.41M ﹤0.01%
12,290
+2,502
1922
$1.4M ﹤0.01%
+57,567
1923
$1.4M ﹤0.01%
26,701
-22,787
1924
$1.4M ﹤0.01%
31,311
-693
1925
$1.4M ﹤0.01%
28,025
-1,761
75 76
77
78 79