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
2401
$715K ﹤0.01%
8,070
+905
2402
$714K ﹤0.01%
64,060
+10,825
2403
$714K ﹤0.01%
7,203
+843
2404
$713K ﹤0.01%
22,488
+782
2405
$712K ﹤0.01%
25,207
+523
2406
$710K ﹤0.01%
70,832
+20,040
2407
$708K ﹤0.01%
84,499
-8,754
2408
$708K ﹤0.01%
8,046
-263
2409
$708K ﹤0.01%
45,823
-32,512
2410
$705K ﹤0.01%
43,560
+2,021
2411
$705K ﹤0.01%
12,841
-9,305
2412
$704K ﹤0.01%
27,665
+849
2413
$704K ﹤0.01%
29,397
-1,264
2414
$703K ﹤0.01%
14,511
+3,298
2415
$702K ﹤0.01%
6,466
+1,323
2416
$702K ﹤0.01%
2,977
+226
2417
$701K ﹤0.01%
10,154
+1,321
2418
$701K ﹤0.01%
18,949
+1,896
2419
$701K ﹤0.01%
90,139
-2,078
2420
$699K ﹤0.01%
2,077
+154
2421
$699K ﹤0.01%
15,791
+5,667
2422
$698K ﹤0.01%
46,096
+3,676
2423
$697K ﹤0.01%
13,377
+4,308
2424
$696K ﹤0.01%
8,569
-101
2425
$696K ﹤0.01%
10,205
+11
95 96
97
98 99