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
3601
$71.3K ﹤0.01%
27,009
+97
3602
$70.7K ﹤0.01%
26,576
+506
3603
$69.2K ﹤0.01%
16,125
-13,277
3604
$67.7K ﹤0.01%
27,656
-2,883
3605
$66.3K ﹤0.01%
10,994
-3,855
3606
$65.8K ﹤0.01%
15,053
-5,310
3607
$65.4K ﹤0.01%
10,817
+23
3608
$65.2K ﹤0.01%
25,275
-302
3609
$64.8K ﹤0.01%
20,237
-6,133
3610
$64.5K ﹤0.01%
17,683
-496
3611
$61.9K ﹤0.01%
9,521
+1,972
3612
$61.4K ﹤0.01%
+1,977
3613
$61.1K ﹤0.01%
16,606
+2,540
3614
$60.7K ﹤0.01%
17,006
-2,140
3615
$60.4K ﹤0.01%
19,160
+1,400
3616
$60.1K ﹤0.01%
+15,000
3617
$59.7K ﹤0.01%
16,873
+4,566
3618
$59.5K ﹤0.01%
10,655
-161
3619
$59.4K ﹤0.01%
+15,590
3620
$58.4K ﹤0.01%
24,731
+60
3621
$58.2K ﹤0.01%
10,051
-47,625
3622
$56.2K ﹤0.01%
4,658
+21
3623
$55.9K ﹤0.01%
+43,547
3624
$54.2K ﹤0.01%
12,148
+324
3625
$54.1K ﹤0.01%
13,839
+2,478