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

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
2676
$505K ﹤0.01%
10,983
+1,378
2677
$505K ﹤0.01%
21,137
-6,259
2678
$504K ﹤0.01%
5,799
-585
2679
$504K ﹤0.01%
27,117
+2,333
2680
$503K ﹤0.01%
4,694
-2,886
2681
$503K ﹤0.01%
84,701
-10,655
2682
$501K ﹤0.01%
8,540
-14
2683
$500K ﹤0.01%
64,877
+2,280
2684
$499K ﹤0.01%
3,981
+1,884
2685
$498K ﹤0.01%
9,305
-430
2686
$497K ﹤0.01%
5,140
+543
2687
$497K ﹤0.01%
1,829
+268
2688
$496K ﹤0.01%
4,471
-133
2689
$495K ﹤0.01%
3,082
+119
2690
$493K ﹤0.01%
14,060
+319
2691
$492K ﹤0.01%
30,720
-3
2692
$491K ﹤0.01%
34,487
+3,255
2693
$491K ﹤0.01%
39,444
+2,800
2694
$490K ﹤0.01%
5,214
-1,142
2695
$490K ﹤0.01%
+2,431
2696
$490K ﹤0.01%
3,117
+1,577
2697
$490K ﹤0.01%
+9,720
2698
$489K ﹤0.01%
19,374
+4,227
2699
$489K ﹤0.01%
15,950
-31
2700
$488K ﹤0.01%
19,803
-14,431