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
276
$34.5M 0.07%
504,365
-43,036
277
$34.2M 0.07%
309,402
+20,890
278
$34M 0.07%
1,080,796
+265,595
279
$33.8M 0.07%
1,319,845
+103,978
280
$33.7M 0.07%
217,798
-3,021
281
$33.4M 0.07%
1,353,318
+81,353
282
$33.4M 0.07%
204,188
+5,971
283
$33.3M 0.07%
92,351
+584
284
$33.2M 0.07%
154,119
-38,754
285
$33M 0.07%
227,226
-17,289
286
$32.8M 0.07%
1,042,174
+47,638
287
$32.8M 0.07%
350,927
+483
288
$32.7M 0.07%
388,809
+3,433
289
$32.5M 0.07%
327,974
+7,260
290
$32.5M 0.07%
127,728
-949
291
$32.4M 0.07%
600,492
-23,309
292
$32.3M 0.07%
1,059,943
+51,901
293
$32.2M 0.07%
50,612
+971
294
$32.1M 0.07%
1,027,084
+299,033
295
$31.8M 0.07%
543,830
+60,307
296
$31.7M 0.07%
585,235
-20,587
297
$31.7M 0.07%
742,809
-10,773
298
$31.4M 0.07%
629,435
+11,710
299
$31.4M 0.07%
83,731
+579
300
$30.9M 0.06%
523,758
+93,448