Cetera Investment Advisers Portfolio holdings
AUM
$59.3B
1-Year Return
16.16%
This Quarter Return
-12.92%
1 Year Return
+16.16%
3 Year Return
+56.11%
5 Year Return
+94.19%
10 Year Return
–
AUM
$6.29B
AUM Growth
-$677M
(-9.7%)
Cap. Flow
+$310M
Cap. Flow
% of AUM
4.94%
Top 10 Holdings %
Top 10 Hldgs %
18.43%
Holding
1,981
New
122
Increased
978
Reduced
641
Closed
174
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$72.1M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$18.5M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$11.1M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$10.3M |
| 5 |
Amazon
AMZN
|
$10.3M |
Top Sells
Sector Composition
| 1 | Technology | 9.95% |
| 2 | Healthcare | 5.71% |
| 3 | Financials | 4.73% |
| 4 | Consumer Discretionary | 3.83% |
| 5 | Industrials | 3.1% |
