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
2076
$1.14M ﹤0.01%
15,202
-767
2077
$1.14M ﹤0.01%
20,213
+3,477
2078
$1.14M ﹤0.01%
39,542
+1,002
2079
$1.14M ﹤0.01%
8,790
+1,132
2080
$1.13M ﹤0.01%
2,490
-9
2081
$1.13M ﹤0.01%
76,005
+29,287
2082
$1.13M ﹤0.01%
56,981
-430
2083
$1.13M ﹤0.01%
37,171
+6,821
2084
$1.13M ﹤0.01%
53,870
+13,976
2085
$1.12M ﹤0.01%
23,316
+4,445
2086
$1.12M ﹤0.01%
4,770
+1,902
2087
$1.12M ﹤0.01%
135,802
+30,055
2088
$1.12M ﹤0.01%
28,720
-2,769
2089
$1.12M ﹤0.01%
3,591
+361
2090
$1.12M ﹤0.01%
113,228
-10,292
2091
$1.12M ﹤0.01%
14,139
+743
2092
$1.12M ﹤0.01%
8,169
+2,593
2093
$1.11M ﹤0.01%
9,616
+282
2094
$1.11M ﹤0.01%
1,996,900
+14,400
2095
$1.11M ﹤0.01%
65,701
-844
2096
$1.11M ﹤0.01%
36,568
-481
2097
$1.11M ﹤0.01%
+52,774
2098
$1.11M ﹤0.01%
6,159
+2,319
2099
$1.11M ﹤0.01%
22,048
-5,043
2100
$1.11M ﹤0.01%
132,119
+113,374
82 83
84
85 86