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
2151
$1.01M ﹤0.01%
33,034
+3,124
2152
$1M ﹤0.01%
+39,785
2153
$1M ﹤0.01%
37,884
+2,059
2154
$1M ﹤0.01%
2,771
-2,483
2155
$1M ﹤0.01%
28,561
-3,936
2156
$1M ﹤0.01%
49,802
-7,756
2157
$1,000K ﹤0.01%
29,737
-5,911
2158
$999K ﹤0.01%
21,404
+455
2159
$999K ﹤0.01%
6,834
+993
2160
$996K ﹤0.01%
22,155
-1,994
2161
$996K ﹤0.01%
33,978
+6,002
2162
$996K ﹤0.01%
38,058
+16,460
2163
$994K ﹤0.01%
9,782
+1,234
2164
$994K ﹤0.01%
33,769
-854
2165
$994K ﹤0.01%
22,413
-2,261
2166
$992K ﹤0.01%
60,933
+15
2167
$990K ﹤0.01%
37,281
+14,098
2168
$987K ﹤0.01%
3,953
-2,192
2169
$986K ﹤0.01%
54,998
-33,946
2170
$985K ﹤0.01%
38,207
+3,201
2171
$981K ﹤0.01%
248,256
-35,150
2172
$978K ﹤0.01%
48,572
-1,312
2173
$977K ﹤0.01%
64,882
+6,617
2174
$977K ﹤0.01%
38,210
2175
$977K ﹤0.01%
4,148
+1,177
85 86
87
88 89