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
3701
-6,642
3702
-14,000
3703
-414,701
3704
-15,669
3705
-24,979
3706
-6,787
3707
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3708
-7,998
3709
-33,847
3710
-29,497
3711
-8,511
3712
-7,369
3713
-12,330
3714
-136,000
3715
-8,698
3716
-423
3717
-285
3718
-12,450
3719
-206,078
3720
-12,558
3721
-11,491
3722
-52,714
3723
-17,547
3724
-753,454
3725
-305,227