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
2251
$881K ﹤0.01%
3,503
-93
2252
$877K ﹤0.01%
32,431
+5,208
2253
$877K ﹤0.01%
5,263
-4,577
2254
$876K ﹤0.01%
72,359
-381,784
2255
$875K ﹤0.01%
7,461
+1,337
2256
$875K ﹤0.01%
17,417
-4,589
2257
$873K ﹤0.01%
30,859
-342
2258
$873K ﹤0.01%
26,876
2259
$872K ﹤0.01%
7,317
-157
2260
$872K ﹤0.01%
4,430
-321
2261
$870K ﹤0.01%
10,779
-998
2262
$868K ﹤0.01%
14,548
-556
2263
$868K ﹤0.01%
17,011
+7,492
2264
$867K ﹤0.01%
+37,603
2265
$866K ﹤0.01%
7,449
-2,700
2266
$865K ﹤0.01%
38,959
+15,549
2267
$863K ﹤0.01%
18,145
+109
2268
$862K ﹤0.01%
102,350
-13,237
2269
$861K ﹤0.01%
59,521
-2,907
2270
$860K ﹤0.01%
3,014
+115
2271
$860K ﹤0.01%
23,494
-2,177
2272
$856K ﹤0.01%
29,977
-29,224
2273
$856K ﹤0.01%
1,615
-1,358
2274
$856K ﹤0.01%
83,816
-12,749
2275
$855K ﹤0.01%
49,841
-6,086
89 90
91
92 93