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
2301
$823K ﹤0.01%
16,678
+577
2302
$821K ﹤0.01%
25,766
+19,378
2303
$819K ﹤0.01%
31,215
-5,302
2304
$815K ﹤0.01%
39,783
-5,826
2305
$814K ﹤0.01%
17,496
-410
2306
$814K ﹤0.01%
9,020
+588
2307
$813K ﹤0.01%
45,352
-3,240
2308
$813K ﹤0.01%
18,360
-299
2309
$812K ﹤0.01%
1,537
+308
2310
$812K ﹤0.01%
7,620
-595
2311
$810K ﹤0.01%
30,457
+10,307
2312
$810K ﹤0.01%
21,337
+1,150
2313
$809K ﹤0.01%
14,435
+1,241
2314
$808K ﹤0.01%
25,483
+4,717
2315
$807K ﹤0.01%
17,126
-680
2316
$806K ﹤0.01%
5,921
-266
2317
$804K ﹤0.01%
+13,675
2318
$804K ﹤0.01%
11,956
+3,732
2319
$803K ﹤0.01%
15,816
+1,838
2320
$801K ﹤0.01%
29,383
-10,948
2321
$797K ﹤0.01%
18,608
-8,599
2322
$797K ﹤0.01%
66,719
-8,009
2323
$795K ﹤0.01%
154,923
+51,553
2324
$794K ﹤0.01%
20,625
+12,660
2325
$793K ﹤0.01%
8,903
+264
91 92
93
94 95