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
1951
$1.34M ﹤0.01%
14,515
+1,036
1952
$1.34M ﹤0.01%
77,471
+22,322
1953
$1.34M ﹤0.01%
98,987
-35,584
1954
$1.34M ﹤0.01%
10,132
-712
1955
$1.33M ﹤0.01%
+55,855
1956
$1.33M ﹤0.01%
32,650
-8,960
1957
$1.33M ﹤0.01%
139,514
-12,973
1958
$1.33M ﹤0.01%
72,992
+1,673
1959
$1.33M ﹤0.01%
35,387
-7,831
1960
$1.33M ﹤0.01%
5,544
-416
1961
$1.33M ﹤0.01%
+16,461
1962
$1.32M ﹤0.01%
13,713
-81
1963
$1.32M ﹤0.01%
18,181
+1,236
1964
$1.32M ﹤0.01%
41,879
-35,476
1965
$1.32M ﹤0.01%
1,075
+86
1966
$1.32M ﹤0.01%
42,132
+275
1967
$1.31M ﹤0.01%
51,467
-55,487
1968
$1.31M ﹤0.01%
6,420
-33
1969
$1.31M ﹤0.01%
19,001
-420
1970
$1.31M ﹤0.01%
58,084
+8,182
1971
$1.3M ﹤0.01%
13,629
+5,928
1972
$1.3M ﹤0.01%
22,412
+1,112
1973
$1.3M ﹤0.01%
12,855
+233
1974
$1.3M ﹤0.01%
22,283
+2,012
1975
$1.3M ﹤0.01%
33,490
-27,266
77 78
79
80 81