Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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 +$116M
2 +$91.3M
3 +$64.3M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$63.5M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$59.3M

Sector Composition

1 Technology 10.9%
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
2651
$517K ﹤0.01%
2,626
+125
2652
$517K ﹤0.01%
9,806
+11
2653
$516K ﹤0.01%
3,868
+392
2654
$516K ﹤0.01%
31,549
+6,026
2655
$515K ﹤0.01%
8,260
+634
2656
$515K ﹤0.01%
7,098
+1,913
2657
$514K ﹤0.01%
46,719
+4,143
2658
$514K ﹤0.01%
19,278
+9,170
2659
$514K ﹤0.01%
112,706
+34,138
2660
$514K ﹤0.01%
17,101
-13,350
2661
$513K ﹤0.01%
162,335
-6,309
2662
$511K ﹤0.01%
87,375
-7,380
2663
$511K ﹤0.01%
2,915
-807
2664
$511K ﹤0.01%
14,185
+981
2665
$511K ﹤0.01%
13,749
+2,898
2666
$510K ﹤0.01%
49,292
+2,672
2667
$510K ﹤0.01%
11,762
+1,292
2668
$509K ﹤0.01%
86,734
+51,732
2669
$509K ﹤0.01%
7,391
+2,200
2670
$508K ﹤0.01%
13,224
+168
2671
$507K ﹤0.01%
5,273
-64
2672
$506K ﹤0.01%
4,454
+576
2673
$506K ﹤0.01%
10,027
-76
2674
$506K ﹤0.01%
112,816
+63,409
2675
$505K ﹤0.01%
7,053
-299