Cetera Investment Advisers Portfolio holdings
AUM
$59.3B
1-Year Return
16.16%
This Quarter Return
+5.13%
1 Year Return
+16.16%
3 Year Return
+56.11%
5 Year Return
+94.19%
10 Year Return
–
AUM
$695M
AUM Growth
+$126M
(+22%)
Cap. Flow
+$99.4M
Cap. Flow
% of AUM
14.31%
Top 10 Holdings %
Top 10 Hldgs %
20.7%
Holding
496
New
74
Increased
316
Reduced
75
Closed
16
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.25M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$3.83M |
| 3 |
Vanguard Growth ETF
VUG
|
$3.47M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$2.81M |
| 5 |
Vanguard Value ETF
VTV
|
$2.7M |
Top Sells
Sector Composition
| 1 | Technology | 6.18% |
| 2 | Financials | 4.38% |
| 3 | Industrials | 3.91% |
| 4 | Healthcare | 3.85% |
| 5 | Communication Services | 3.54% |
