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
2051
$1.18M ﹤0.01%
29,128
+5,053
2052
$1.18M ﹤0.01%
58,308
+1,500
2053
$1.18M ﹤0.01%
6,847
+28
2054
$1.18M ﹤0.01%
21,299
+259
2055
$1.18M ﹤0.01%
103,389
+1,787
2056
$1.17M ﹤0.01%
29,835
-5,777
2057
$1.17M ﹤0.01%
27,964
+699
2058
$1.17M ﹤0.01%
53,105
-899
2059
$1.17M ﹤0.01%
59,584
+35,051
2060
$1.17M ﹤0.01%
53,524
+19,323
2061
$1.17M ﹤0.01%
24,821
-9,709
2062
$1.17M ﹤0.01%
17,155
-585
2063
$1.17M ﹤0.01%
30,715
+14,825
2064
$1.17M ﹤0.01%
59,598
-780
2065
$1.16M ﹤0.01%
15,976
+11,376
2066
$1.16M ﹤0.01%
64,163
-29,177
2067
$1.16M ﹤0.01%
29,815
+2,394
2068
$1.15M ﹤0.01%
12,056
-1,891
2069
$1.15M ﹤0.01%
7,443
+329
2070
$1.15M ﹤0.01%
6,366
+334
2071
$1.15M ﹤0.01%
23,593
+131
2072
$1.15M ﹤0.01%
13,964
-4,226
2073
$1.15M ﹤0.01%
20,182
+286
2074
$1.14M ﹤0.01%
32,503
+493
2075
$1.14M ﹤0.01%
25,177
-195
81 82
83
84 85