Cetera Investment Advisers Portfolio holdings
AUM
$59.3B
1-Year Return
16.16%
This Quarter Return
+13.44%
1 Year Return
+16.16%
3 Year Return
+56.11%
5 Year Return
+94.19%
10 Year Return
–
AUM
$5.05B
AUM Growth
+$3.83B
(+314%)
Cap. Flow
+$3.69B
Cap. Flow
% of AUM
72.96%
Top 10 Holdings %
Top 10 Hldgs %
17.64%
Holding
1,563
New
922
Increased
592
Reduced
35
Closed
8
Top Buys
| 1 |
Apple
AAPL
|
$194M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$102M |
| 3 |
Invesco QQQ Trust
QQQ
|
$72.4M |
| 4 |
Microsoft
MSFT
|
$55.1M |
| 5 |
Amazon
AMZN
|
$54.2M |
Top Sells
Sector Composition
| 1 | Technology | 11.23% |
| 2 | Healthcare | 5.22% |
| 3 | Consumer Discretionary | 4.76% |
| 4 | Financials | 4.52% |
| 5 | Communication Services | 4.05% |
