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
2376
$741K ﹤0.01%
38,161
+2,748
2377
$739K ﹤0.01%
79,680
+9,194
2378
$738K ﹤0.01%
13,921
+460
2379
$735K ﹤0.01%
5,810
+459
2380
$734K ﹤0.01%
56,182
+5,894
2381
$733K ﹤0.01%
195,435
+19,962
2382
$733K ﹤0.01%
69,779
+13,237
2383
$732K ﹤0.01%
27,973
-29,969
2384
$732K ﹤0.01%
67,958
+3,611
2385
$730K ﹤0.01%
4,880
+46
2386
$729K ﹤0.01%
23,635
+8,354
2387
$729K ﹤0.01%
6,544
-40
2388
$728K ﹤0.01%
15,106
-154
2389
$728K ﹤0.01%
14,144
+2,306
2390
$727K ﹤0.01%
3,887
+168
2391
$725K ﹤0.01%
48,425
-3,804
2392
$725K ﹤0.01%
10,364
+1,892
2393
$725K ﹤0.01%
25,834
+2,496
2394
$721K ﹤0.01%
30,265
+697
2395
$718K ﹤0.01%
31,104
+722
2396
$717K ﹤0.01%
9,020
-271
2397
$716K ﹤0.01%
10,635
+499
2398
$716K ﹤0.01%
74,839
+993
2399
$716K ﹤0.01%
20,340
+4,974
2400
$715K ﹤0.01%
4,313
+923