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
2426
$695K ﹤0.01%
12,264
+6,393
2427
$695K ﹤0.01%
278,046
-6,813
2428
$693K ﹤0.01%
28,936
-3,129
2429
$693K ﹤0.01%
22,044
+800
2430
$692K ﹤0.01%
17,371
+1,182
2431
$691K ﹤0.01%
54,908
-7,672
2432
$690K ﹤0.01%
104,611
+2,648
2433
$690K ﹤0.01%
47,232
-9,334
2434
$688K ﹤0.01%
174,117
+42,007
2435
$687K ﹤0.01%
24,779
+5,920
2436
$687K ﹤0.01%
24,943
+7,855
2437
$687K ﹤0.01%
53,635
+1,385
2438
$686K ﹤0.01%
19,609
-2,446
2439
$684K ﹤0.01%
42,136
-3,729
2440
$684K ﹤0.01%
114,597
+3,119
2441
$683K ﹤0.01%
8,263
+1,008
2442
$683K ﹤0.01%
17,476
+686
2443
$681K ﹤0.01%
29,466
-308
2444
$679K ﹤0.01%
26,827
+3,530
2445
$678K ﹤0.01%
22,982
-8,184
2446
$677K ﹤0.01%
16,275
+3,010
2447
$677K ﹤0.01%
13,439
-398
2448
$677K ﹤0.01%
24,542
-6,656
2449
$677K ﹤0.01%
41,507
+2,579
2450
$676K ﹤0.01%
15,787
-1,512
96 97
98
99 100