Cetera Investment Advisers Portfolio holdings
AUM
$59.3B
This Quarter Return
+6.19%
1 Year Return
+16.16%
3 Year Return
+56.11%
5 Year Return
+94.19%
10 Year Return
–
AUM
$45.7B
AUM Growth
+$45.7B
(+5.3%)
Cap. Flow
+$127M
Cap. Flow
% of AUM
0.28%
Top 10 Holdings %
Top 10 Hldgs %
16.82%
Holding
3,907
New
223
Increased
1,886
Reduced
1,504
Closed
224
Top Buys
| 1 |
Broadcom
AVGO
|
$167M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$167M |
| 3 |
Federated Hermes Total Return Bond ETF
FTRB
|
$89.3M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$85.2M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$75.5M |
Top Sells
Sector Composition
| 1 | Technology | 10.57% |
| 2 | Financials | 4.21% |
| 3 | Consumer Discretionary | 3.68% |
| 4 | Healthcare | 3.44% |
| 5 | Industrials | 2.97% |
