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
2126
$1.06M ﹤0.01%
8,972
-1,791
2127
$1.05M ﹤0.01%
+41,883
2128
$1.05M ﹤0.01%
46,838
-4,809
2129
$1.05M ﹤0.01%
28,722
+415
2130
$1.05M ﹤0.01%
28,080
+7,260
2131
$1.05M ﹤0.01%
+15,908
2132
$1.04M ﹤0.01%
24,976
-3,125
2133
$1.04M ﹤0.01%
36,198
+10,008
2134
$1.04M ﹤0.01%
17,789
+11,349
2135
$1.03M ﹤0.01%
32,508
+1,464
2136
$1.03M ﹤0.01%
36,241
+6,457
2137
$1.03M ﹤0.01%
5,103
-2,942
2138
$1.03M ﹤0.01%
44,260
+2,811
2139
$1.03M ﹤0.01%
34,577
-7,273
2140
$1.03M ﹤0.01%
32,104
+648
2141
$1.02M ﹤0.01%
127,088
+20,788
2142
$1.02M ﹤0.01%
+37,163
2143
$1.02M ﹤0.01%
41,303
-8,164
2144
$1.02M ﹤0.01%
4,867
+758
2145
$1.01M ﹤0.01%
25,496
+181
2146
$1.01M ﹤0.01%
8,512
-627
2147
$1.01M ﹤0.01%
25,949
+856
2148
$1.01M ﹤0.01%
4,173
-106
2149
$1.01M ﹤0.01%
14,290
+1,119
2150
$1.01M ﹤0.01%
26,398
-78,423
84 85
86
87 88