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
2226
$904K ﹤0.01%
56,326
+45,166
2227
$903K ﹤0.01%
5,542
-666
2228
$902K ﹤0.01%
43,861
+9,971
2229
$900K ﹤0.01%
33,102
-1,678
2230
$900K ﹤0.01%
43,114
+11,221
2231
$899K ﹤0.01%
11,773
-210
2232
$899K ﹤0.01%
10,027
-3,851
2233
$899K ﹤0.01%
9,090
+34
2234
$898K ﹤0.01%
83,645
+51,893
2235
$897K ﹤0.01%
39,347
+7
2236
$896K ﹤0.01%
14,550
-5,040
2237
$895K ﹤0.01%
89,359
-3,305
2238
$895K ﹤0.01%
6,262
+1,024
2239
$894K ﹤0.01%
3,144
+268
2240
$893K ﹤0.01%
40,347
-5,816
2241
$893K ﹤0.01%
17,567
+483
2242
$892K ﹤0.01%
9,215
+2,194
2243
$890K ﹤0.01%
28,385
+6,411
2244
$889K ﹤0.01%
2,882
+1,328
2245
$889K ﹤0.01%
95,301
-8,509
2246
$887K ﹤0.01%
48,315
+4,799
2247
$885K ﹤0.01%
19,943
+958
2248
$884K ﹤0.01%
+31,624
2249
$882K ﹤0.01%
12,318
-542
2250
$882K ﹤0.01%
13,240
+782
88 89
90
91 92