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
2301
$823K ﹤0.01%
16,678
+577
2302
$821K ﹤0.01%
25,766
+19,378
2303
$819K ﹤0.01%
31,215
-5,302
2304
$815K ﹤0.01%
39,783
-5,826
2305
$814K ﹤0.01%
17,496
-410
2306
$814K ﹤0.01%
9,020
+588
2307
$813K ﹤0.01%
45,352
-3,240
2308
$813K ﹤0.01%
18,360
-299
2309
$812K ﹤0.01%
1,537
+308
2310
$812K ﹤0.01%
7,620
-595
2311
$810K ﹤0.01%
30,457
+10,307
2312
$810K ﹤0.01%
21,337
+1,150
2313
$809K ﹤0.01%
14,435
+1,241
2314
$808K ﹤0.01%
25,483
+4,717
2315
$807K ﹤0.01%
17,126
-680
2316
$806K ﹤0.01%
5,921
-266
2317
$804K ﹤0.01%
+13,675
2318
$804K ﹤0.01%
11,956
+3,732
2319
$803K ﹤0.01%
15,816
+1,838
2320
$801K ﹤0.01%
29,383
-10,948
2321
$797K ﹤0.01%
18,608
-8,599
2322
$797K ﹤0.01%
66,719
-8,009
2323
$795K ﹤0.01%
154,923
+51,553
2324
$794K ﹤0.01%
20,625
+12,660
2325
$793K ﹤0.01%
8,903
+264