Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
+$116M
2
+$91.3M
3
+$64.3M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$63.5M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$59.3M

Top Sells

1
+$58.9M
2
+$50M
3
+$30.6M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$28.7M
5
VTWG icon
Vanguard Russell 2000 Growth ETF
VTWG
+$24.9M

Sector Composition

1 Technology 10.9%
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
1926
$1.4M ﹤0.01%
34,372
-5,133
1927
$1.4M ﹤0.01%
43,215
+27,956
1928
$1.39M ﹤0.01%
38,542
+3,036
1929
$1.39M ﹤0.01%
47,900
+1,562
1930
$1.39M ﹤0.01%
10,615
+231
1931
$1.38M ﹤0.01%
58,150
+36,930
1932
$1.38M ﹤0.01%
78,995
-6,032
1933
$1.38M ﹤0.01%
43,794
+27,352
1934
$1.38M ﹤0.01%
20,436
-560
1935
$1.38M ﹤0.01%
59,639
-18,337
1936
$1.37M ﹤0.01%
58,012
+9,821
1937
$1.37M ﹤0.01%
85,775
+5,296
1938
$1.37M ﹤0.01%
16,222
-198
1939
$1.37M ﹤0.01%
22,102
-15,054
1940
$1.36M ﹤0.01%
117,392
+41,204
1941
$1.36M ﹤0.01%
11,174
+463
1942
$1.36M ﹤0.01%
272,004
-10,425
1943
$1.36M ﹤0.01%
22,479
+204
1944
$1.36M ﹤0.01%
14,511
+1,721
1945
$1.35M ﹤0.01%
16,590
+600
1946
$1.35M ﹤0.01%
23,083
+2,799
1947
$1.35M ﹤0.01%
127,638
+21,309
1948
$1.35M ﹤0.01%
16,927
+435
1949
$1.35M ﹤0.01%
10,284
+1,280
1950
$1.35M ﹤0.01%
29,281
+2,340
76 77
78
79 80