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
1776
$1.69M ﹤0.01%
16,116
-221
1777
$1.69M ﹤0.01%
55,986
-14,331
1778
$1.69M ﹤0.01%
169,844
-22,817
1779
$1.68M ﹤0.01%
75,909
+18,110
1780
$1.68M ﹤0.01%
71,649
-1,585
1781
$1.68M ﹤0.01%
86,099
+4,813
1782
$1.68M ﹤0.01%
933,390
-9,364
1783
$1.68M ﹤0.01%
19,804
+660
1784
$1.68M ﹤0.01%
45,455
+1,536
1785
$1.68M ﹤0.01%
76,507
+15,287
1786
$1.68M ﹤0.01%
3,979
-575
1787
$1.68M ﹤0.01%
42,556
+18,509
1788
$1.67M ﹤0.01%
56,028
+22,196
1789
$1.67M ﹤0.01%
40,471
+14,411
1790
$1.67M ﹤0.01%
37,312
+9,863
1791
$1.66M ﹤0.01%
9,004
-1,099
1792
$1.65M ﹤0.01%
32,177
+3,380
1793
$1.65M ﹤0.01%
35,400
+1,609
1794
$1.65M ﹤0.01%
185,076
+67,963
1795
$1.64M ﹤0.01%
68,018
+7,331
1796
$1.64M ﹤0.01%
11,895
+1,171
1797
$1.64M ﹤0.01%
70,827
+58,233
1798
$1.63M ﹤0.01%
70,692
-907
1799
$1.63M ﹤0.01%
73,375
-22,722
1800
$1.63M ﹤0.01%
22,590
-2,032