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
2026
$1.23M ﹤0.01%
22,724
+886
2027
$1.22M ﹤0.01%
28,018
+2,409
2028
$1.22M ﹤0.01%
57,620
+42,613
2029
$1.22M ﹤0.01%
80,633
+10
2030
$1.22M ﹤0.01%
17,561
+2,853
2031
$1.21M ﹤0.01%
33,536
-1,935
2032
$1.21M ﹤0.01%
6,551
+437
2033
$1.21M ﹤0.01%
21,015
-440
2034
$1.2M ﹤0.01%
36,355
-4,938
2035
$1.2M ﹤0.01%
22,660
-841
2036
$1.2M ﹤0.01%
43,080
+2,208
2037
$1.2M ﹤0.01%
20,500
-144
2038
$1.2M ﹤0.01%
5,651
-156
2039
$1.2M ﹤0.01%
40,958
-175,392
2040
$1.2M ﹤0.01%
24,643
+1,290
2041
$1.19M ﹤0.01%
37,521
+16,518
2042
$1.19M ﹤0.01%
60,315
+12,279
2043
$1.19M ﹤0.01%
18,363
+556
2044
$1.19M ﹤0.01%
3,513
+574
2045
$1.19M ﹤0.01%
+20,157
2046
$1.19M ﹤0.01%
7,258
+3,523
2047
$1.19M ﹤0.01%
6,982
-1,079
2048
$1.19M ﹤0.01%
22,011
-5,183
2049
$1.18M ﹤0.01%
11,161
+1,309
2050
$1.18M ﹤0.01%
23,989
+3,316
80 81
82
83 84