Cetera Investment Advisers Portfolio holdings
AUM
$59.3B
1-Year Return
16.16%
This Quarter Return
+8.41%
1 Year Return
+16.16%
3 Year Return
+56.11%
5 Year Return
+94.19%
10 Year Return
–
AUM
$42.4B
AUM Growth
+$30.1B
(+244%)
Cap. Flow
+$29.3B
Cap. Flow
% of AUM
69.01%
Top 10 Holdings %
Top 10 Hldgs %
17.21%
Holding
3,704
New
1,493
Increased
2,085
Reduced
72
Closed
46
Top Buys
| 1 |
Apple
AAPL
|
$755M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$622M |
| 3 |
Microsoft
MSFT
|
$583M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$552M |
| 5 |
Amazon
AMZN
|
$459M |
Top Sells
Sector Composition
| 1 | Technology | 10.29% |
| 2 | Financials | 4.45% |
| 3 | Consumer Discretionary | 4.04% |
| 4 | Healthcare | 3.78% |
| 5 | Industrials | 3.12% |
