Cetera Investment Advisers Portfolio holdings
AUM
$59.3B
1-Year Return
16.16%
This Quarter Return
+1.47%
1 Year Return
+16.16%
3 Year Return
+56.11%
5 Year Return
+94.19%
10 Year Return
–
AUM
$823M
AUM Growth
+$47.3M
(+6.1%)
Cap. Flow
+$39M
Cap. Flow
% of AUM
4.74%
Top 10 Holdings %
Top 10 Hldgs %
19.42%
Holding
568
New
50
Increased
302
Reduced
157
Closed
32
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$3.95M |
| 2 |
United Parcel Service
UPS
|
+$3.43M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
+$2.98M |
| 4 |
Invesco S&P 500 Pure Value ETF
RPV
|
+$2.66M |
| 5 |
First Trust US Equity Opportunities ETF
FPX
|
+$1.32M |
Sector Composition
| 1 | Technology | 6.17% |
| 2 | Financials | 4.22% |
| 3 | Communication Services | 3.51% |
| 4 | Healthcare | 3.27% |
| 5 | Industrials | 3.2% |
