Cetera Investment Advisers Portfolio holdings
AUM
$59.3B
1-Year Return
16.16%
This Quarter Return
+0.98%
1 Year Return
+16.16%
3 Year Return
+56.11%
5 Year Return
+94.19%
10 Year Return
–
AUM
$47.8B
AUM Growth
+$2.11B
(+4.6%)
Cap. Flow
+$2.21B
Cap. Flow
% of AUM
4.63%
Top 10 Holdings %
Top 10 Hldgs %
16.86%
Holding
3,905
New
222
Increased
2,031
Reduced
1,410
Closed
179
Top Buys
| 1 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$114M |
| 2 |
Capital Group Dividend Value ETF
CGDV
|
$88.5M |
| 3 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$61.8M |
| 4 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
$61.8M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
$59.5M |
Top Sells
Sector Composition
| 1 | Technology | 10.91% |
| 2 | Financials | 4.5% |
| 3 | Consumer Discretionary | 3.96% |
| 4 | Healthcare | 2.93% |
| 5 | Industrials | 2.84% |
