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
2276
$849K ﹤0.01%
19,871
+1,079
2277
$847K ﹤0.01%
15,435
+2,009
2278
$847K ﹤0.01%
11,301
-1,837
2279
$843K ﹤0.01%
7,171
-879
2280
$843K ﹤0.01%
13,133
+56
2281
$843K ﹤0.01%
27,284
-847
2282
$842K ﹤0.01%
35,726
+10,156
2283
$841K ﹤0.01%
9,073
+3,431
2284
$838K ﹤0.01%
16,348
+2,945
2285
$837K ﹤0.01%
356,222
+224,222
2286
$836K ﹤0.01%
46,771
-3,737
2287
$836K ﹤0.01%
45,980
-14,215
2288
$835K ﹤0.01%
44,870
-1,684
2289
$833K ﹤0.01%
15,642
-6,748
2290
$832K ﹤0.01%
4,782
-4,574
2291
$830K ﹤0.01%
36,413
+9,710
2292
$829K ﹤0.01%
14,667
-8,339
2293
$828K ﹤0.01%
57,596
+12,868
2294
$828K ﹤0.01%
176,474
+13,507
2295
$827K ﹤0.01%
32,661
+24,006
2296
$826K ﹤0.01%
21,856
+3,472
2297
$824K ﹤0.01%
26,255
+3,126
2298
$824K ﹤0.01%
18,782
-496
2299
$824K ﹤0.01%
58,311
+6,536
2300
$823K ﹤0.01%
95,346
+3,825
90 91
92
93 94