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
2101
$1.11M ﹤0.01%
20,621
-2,037
2102
$1.11M ﹤0.01%
18,855
-8
2103
$1.11M ﹤0.01%
16,029
+2,239
2104
$1.1M ﹤0.01%
11,624
-2,477
2105
$1.1M ﹤0.01%
32,443
+4,032
2106
$1.09M ﹤0.01%
14,089
-519
2107
$1.09M ﹤0.01%
39,978
+5,748
2108
$1.09M ﹤0.01%
8,610
+1,953
2109
$1.09M ﹤0.01%
17,457
+9,021
2110
$1.09M ﹤0.01%
39,113
+17,381
2111
$1.08M ﹤0.01%
35,087
-3,878
2112
$1.08M ﹤0.01%
72,945
-2,793
2113
$1.08M ﹤0.01%
11,154
+1,280
2114
$1.08M ﹤0.01%
23,265
+12,362
2115
$1.08M ﹤0.01%
186,182
-8,226
2116
$1.08M ﹤0.01%
26,084
+2,382
2117
$1.07M ﹤0.01%
+44,809
2118
$1.07M ﹤0.01%
24,560
-7,205
2119
$1.07M ﹤0.01%
25,401
+6,125
2120
$1.07M ﹤0.01%
12,588
-87
2121
$1.07M ﹤0.01%
61,977
+2,941
2122
$1.07M ﹤0.01%
5,794
+358
2123
$1.06M ﹤0.01%
74,651
-100
2124
$1.06M ﹤0.01%
103,766
-6,541
2125
$1.06M ﹤0.01%
4,249
+285
83 84
85
86 87