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
1976
$1.3M ﹤0.01%
20,563
+10,890
1977
$1.29M ﹤0.01%
24,486
+757
1978
$1.29M ﹤0.01%
48,907
+19,610
1979
$1.29M ﹤0.01%
95,186
+11,877
1980
$1.29M ﹤0.01%
14,308
+1,558
1981
$1.29M ﹤0.01%
36,809
+5,932
1982
$1.29M ﹤0.01%
39,922
-2,376
1983
$1.29M ﹤0.01%
9,074
+1,095
1984
$1.29M ﹤0.01%
56,449
-1,382
1985
$1.29M ﹤0.01%
18,726
-4,775
1986
$1.28M ﹤0.01%
64,793
-5,535
1987
$1.28M ﹤0.01%
59,136
-8,558
1988
$1.28M ﹤0.01%
16,437
+1,166
1989
$1.28M ﹤0.01%
23,042
-43,453
1990
$1.27M ﹤0.01%
7,943
+2,618
1991
$1.27M ﹤0.01%
9,088
-1,380
1992
$1.27M ﹤0.01%
24,729
+6,001
1993
$1.27M ﹤0.01%
18,399
-513
1994
$1.27M ﹤0.01%
14,389
-4,161
1995
$1.27M ﹤0.01%
48,388
-1,186
1996
$1.27M ﹤0.01%
27,558
-2,314
1997
$1.27M ﹤0.01%
24,757
+3,101
1998
$1.27M ﹤0.01%
39,968
+2,401
1999
$1.27M ﹤0.01%
24,325
+8,278
2000
$1.27M ﹤0.01%
18,194
+954