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
2201
$939K ﹤0.01%
17,062
+4,936
2202
$938K ﹤0.01%
16,173
-719
2203
$936K ﹤0.01%
81,114
+27,697
2204
$936K ﹤0.01%
5,341
+441
2205
$935K ﹤0.01%
25,387
-3,697
2206
$929K ﹤0.01%
41,797
+7,340
2207
$928K ﹤0.01%
73,044
+25,954
2208
$924K ﹤0.01%
27,763
-752
2209
$923K ﹤0.01%
88,285
-26,156
2210
$923K ﹤0.01%
+35,432
2211
$921K ﹤0.01%
16,619
-20,723
2212
$919K ﹤0.01%
6,846
+984
2213
$919K ﹤0.01%
5,853
+1,146
2214
$918K ﹤0.01%
13,288
+1,294
2215
$917K ﹤0.01%
38,461
-3,775
2216
$917K ﹤0.01%
37,293
+23,654
2217
$916K ﹤0.01%
90,609
+2,893
2218
$914K ﹤0.01%
14,660
+2,444
2219
$912K ﹤0.01%
15,016
+748
2220
$912K ﹤0.01%
32,959
-183,106
2221
$910K ﹤0.01%
35,758
+11,142
2222
$908K ﹤0.01%
33,562
-1,186
2223
$906K ﹤0.01%
7,225
-658
2224
$906K ﹤0.01%
86,633
+9,984
2225
$905K ﹤0.01%
7,796
-304
87 88
89
90 91