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
2451
$674K ﹤0.01%
9,216
+27
2452
$674K ﹤0.01%
9,408
-575
2453
$672K ﹤0.01%
10,392
-1,994
2454
$671K ﹤0.01%
8,775
-940
2455
$669K ﹤0.01%
59,005
+4,595
2456
$667K ﹤0.01%
77,697
-6,749
2457
$666K ﹤0.01%
16,827
+161
2458
$666K ﹤0.01%
6,297
-1,370
2459
$664K ﹤0.01%
19,635
+888
2460
$662K ﹤0.01%
6,267
-254
2461
$662K ﹤0.01%
7,458
+1,763
2462
$660K ﹤0.01%
131,241
+4,555
2463
$658K ﹤0.01%
4,319
+25
2464
$657K ﹤0.01%
42,118
-12,270
2465
$656K ﹤0.01%
14,391
-192
2466
$655K ﹤0.01%
60,019
+879
2467
$654K ﹤0.01%
24,568
-98
2468
$654K ﹤0.01%
87,757
+818
2469
$653K ﹤0.01%
4,246
+2,103
2470
$653K ﹤0.01%
70,487
-2,565
2471
$653K ﹤0.01%
+25,653
2472
$652K ﹤0.01%
8,801
-6,988
2473
$650K ﹤0.01%
22,319
-5,423
2474
$648K ﹤0.01%
42,456
+23,056
2475
$648K ﹤0.01%
26,669
+120
97 98
99
100 101