Cetera Investment Advisers Portfolio holdings
AUM
$59.3B
1-Year Return
16.16%
This Quarter Return
+19.13%
1 Year Return
+16.16%
3 Year Return
+56.11%
5 Year Return
+94.19%
10 Year Return
–
AUM
$1.08B
AUM Growth
+$263M
(+32%)
Cap. Flow
+$78.5M
Cap. Flow
% of AUM
7.27%
Top 10 Holdings %
Top 10 Hldgs %
19.3%
Holding
639
New
99
Increased
303
Reduced
188
Closed
29
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$6.71M |
| 2 |
Vanguard Value ETF
VTV
|
+$4.47M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
+$4.05M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.37M |
| 5 |
iShares US Technology ETF
IYW
|
+$3.37M |
Top Sells
Sector Composition
| 1 | Technology | 8.04% |
| 2 | Financials | 3.56% |
| 3 | Consumer Discretionary | 3.48% |
| 4 | Healthcare | 3.38% |
| 5 | Communication Services | 3.26% |
