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
1676
$1.97M ﹤0.01%
15,790
+2,132
1677
$1.97M ﹤0.01%
77,644
+498
1678
$1.96M ﹤0.01%
27,890
+2,899
1679
$1.96M ﹤0.01%
129,350
-6,114
1680
$1.95M ﹤0.01%
27,825
-708
1681
$1.95M ﹤0.01%
17,426
-798
1682
$1.95M ﹤0.01%
30,132
+1,539
1683
$1.94M ﹤0.01%
1,758
+54
1684
$1.94M ﹤0.01%
184,852
+12,928
1685
$1.94M ﹤0.01%
53,248
+19,861
1686
$1.94M ﹤0.01%
56,751
-14,075
1687
$1.94M ﹤0.01%
84,419
-10,399
1688
$1.94M ﹤0.01%
55,485
+1,953
1689
$1.94M ﹤0.01%
55,653
-868
1690
$1.94M ﹤0.01%
40,104
+7,523
1691
$1.93M ﹤0.01%
25,642
-854
1692
$1.93M ﹤0.01%
38,950
+4,552
1693
$1.93M ﹤0.01%
67,307
+309
1694
$1.92M ﹤0.01%
53,364
+35,130
1695
$1.92M ﹤0.01%
60,595
-6,512
1696
$1.92M ﹤0.01%
89,956
+31,700
1697
$1.92M ﹤0.01%
70,508
+3,122
1698
$1.92M ﹤0.01%
137,116
+37,062
1699
$1.92M ﹤0.01%
19,243
+15,280
1700
$1.91M ﹤0.01%
89,510
+16,546