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
2176
$976K ﹤0.01%
10,093
+804
2177
$976K ﹤0.01%
19,677
+5,166
2178
$975K ﹤0.01%
133,525
-28,510
2179
$968K ﹤0.01%
41,442
+15,907
2180
$967K ﹤0.01%
91,962
-24,747
2181
$967K ﹤0.01%
19,280
+1,193
2182
$966K ﹤0.01%
97,777
-17,498
2183
$966K ﹤0.01%
224,026
-60,716
2184
$965K ﹤0.01%
+17,879
2185
$965K ﹤0.01%
44,451
+16,725
2186
$964K ﹤0.01%
24,877
+3,858
2187
$963K ﹤0.01%
14,554
+982
2188
$963K ﹤0.01%
34,964
-943
2189
$954K ﹤0.01%
36,035
+23,488
2190
$953K ﹤0.01%
10,770
-5,370
2191
$952K ﹤0.01%
39,416
-84,698
2192
$952K ﹤0.01%
8,707
+1,522
2193
$951K ﹤0.01%
89,444
-252
2194
$950K ﹤0.01%
+31,775
2195
$949K ﹤0.01%
66,322
-82,587
2196
$945K ﹤0.01%
21,768
-1,546
2197
$941K ﹤0.01%
25,151
-2,238
2198
$941K ﹤0.01%
8,317
+1,540
2199
$940K ﹤0.01%
6,618
+427
2200
$939K ﹤0.01%
4,767
-1,415