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
2351
$771K ﹤0.01%
75,800
+6,998
2352
$768K ﹤0.01%
8,328
+1,199
2353
$768K ﹤0.01%
12,660
+1,954
2354
$767K ﹤0.01%
20,550
+1,704
2355
$765K ﹤0.01%
32,644
-1,766
2356
$765K ﹤0.01%
8,274
+997
2357
$763K ﹤0.01%
22,137
+2,790
2358
$762K ﹤0.01%
5,796
+96
2359
$762K ﹤0.01%
5,532
-3,914
2360
$761K ﹤0.01%
17,675
-922
2361
$760K ﹤0.01%
48,099
-254,564
2362
$759K ﹤0.01%
62,529
-781
2363
$758K ﹤0.01%
67,130
+630
2364
$758K ﹤0.01%
14,998
+4,194
2365
$755K ﹤0.01%
3,340
+237
2366
$752K ﹤0.01%
23,103
-940
2367
$752K ﹤0.01%
31,911
+3,621
2368
$751K ﹤0.01%
93,134
+57,003
2369
$750K ﹤0.01%
94,449
-5,571
2370
$749K ﹤0.01%
46,695
-135,085
2371
$747K ﹤0.01%
17,779
+388
2372
$746K ﹤0.01%
34,667
-184
2373
$745K ﹤0.01%
21,841
-2,472
2374
$744K ﹤0.01%
11,324
+3,870
2375
$743K ﹤0.01%
+31,158
93 94
95
96 97