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
2326
$793K ﹤0.01%
31,119
-14,156
2327
$792K ﹤0.01%
76,615
+203
2328
$792K ﹤0.01%
16,440
+503
2329
$791K ﹤0.01%
31,692
-12,553
2330
$791K ﹤0.01%
27,328
+4,979
2331
$791K ﹤0.01%
22,263
-1,002
2332
$788K ﹤0.01%
17,990
+6,126
2333
$786K ﹤0.01%
40,305
-1,530
2334
$785K ﹤0.01%
59,273
+7,574
2335
$785K ﹤0.01%
41,577
-60,781
2336
$784K ﹤0.01%
4,480
-62
2337
$782K ﹤0.01%
7,526
+327
2338
$781K ﹤0.01%
26,734
-1,421
2339
$781K ﹤0.01%
65,170
+50,916
2340
$780K ﹤0.01%
53,603
+1,059
2341
$779K ﹤0.01%
11,848
-145
2342
$777K ﹤0.01%
18,885
+2,375
2343
$776K ﹤0.01%
32,619
+248
2344
$775K ﹤0.01%
21,425
+277
2345
$774K ﹤0.01%
36,637
-292
2346
$774K ﹤0.01%
28,994
+779
2347
$773K ﹤0.01%
18,584
+1,387
2348
$772K ﹤0.01%
6,236
+1,250
2349
$771K ﹤0.01%
15,472
-3,885
2350
$771K ﹤0.01%
6,271
-273
92 93
94
95 96