Cetera Investment Advisers Portfolio holdings
AUM
$59.3B
This Quarter Return
+8.04%
1 Year Return
+16.16%
3 Year Return
+56.11%
5 Year Return
+94.19%
10 Year Return
–
AUM
$1.22B
AUM Growth
+$1.22B
(+13%)
Cap. Flow
+$96.8M
Cap. Flow
% of AUM
7.93%
Top 10 Holdings %
Top 10 Hldgs %
19.81%
Holding
676
New
66
Increased
355
Reduced
194
Closed
36
Top Buys
| 1 |
Apple
AAPL
|
$26.4M |
| 2 |
Tesla
TSLA
|
$7.79M |
| 3 |
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
$5.18M |
| 4 |
First Trust Value Line Dividend Fund
FVD
|
$4.39M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$3.29M |
Top Sells
Sector Composition
| 1 | Technology | 8.35% |
| 2 | Consumer Discretionary | 4.06% |
| 3 | Financials | 3.5% |
| 4 | Healthcare | 3.41% |
| 5 | Communication Services | 3.29% |
