Cetera Investment Advisers Portfolio holdings
AUM
$59.3B
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
+$47.8B
(+4.6%)
Cap. Flow
+$2.69B
Cap. Flow
% of AUM
5.62%
Top 10 Holdings %
Top 10 Hldgs %
16.86%
Holding
3,905
New
222
Increased
2,037
Reduced
1,405
Closed
179
Top Buys
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3876
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$132M
| – | – |
-70,748
| Closed | -$3.47M |
|