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
376
$23.6M 0.05%
213,260
+6,072
377
$23.5M 0.05%
1,292,361
+97,947
378
$23.5M 0.05%
182,382
-9,940
379
$23.5M 0.05%
83,588
-2,087
380
$23.5M 0.05%
81,402
+9,372
381
$23.5M 0.05%
179,376
+440
382
$23.5M 0.05%
421,974
+27,072
383
$23.4M 0.05%
128,275
+16,357
384
$23.3M 0.05%
781,967
-164,386
385
$23.3M 0.05%
238,227
+29,503
386
$23M 0.05%
901,700
+70,569
387
$22.8M 0.05%
1,131,468
+40,185
388
$22.7M 0.05%
82,257
+6,951
389
$22.7M 0.05%
279,557
+5,617
390
$22.7M 0.05%
1,036,690
+147,803
391
$22.6M 0.05%
637,434
+44,081
392
$22.6M 0.05%
32,574
+5,723
393
$22.3M 0.05%
551,824
+49,872
394
$22.2M 0.05%
289,713
-1,736
395
$22.1M 0.05%
52,905
+1,276
396
$22M 0.05%
435,699
-12,055
397
$21.8M 0.05%
383,811
+61,508
398
$21.8M 0.05%
58,990
+3,782
399
$21.7M 0.05%
417,666
+38,248
400
$21.7M 0.05%
53,957
+328