Cetera Investment Advisers Portfolio holdings
AUM
$59.3B
1-Year Return
16.16%
This Quarter Return
+10.01%
1 Year Return
+16.16%
3 Year Return
+56.11%
5 Year Return
+94.19%
10 Year Return
–
AUM
$12.3B
AUM Growth
+$725M
(+6.3%)
Cap. Flow
-$353M
Cap. Flow
% of AUM
-2.87%
Top 10 Holdings %
Top 10 Hldgs %
19.9%
Holding
2,357
New
179
Increased
922
Reduced
1,060
Closed
146
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$153M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$78M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$25.5M |
| 4 |
iShares S&P 100 ETF
OEF
|
+$24.2M |
| 5 |
Dimensional US Equity ETF
DFUS
|
+$17.4M |
Top Sells
Sector Composition
| 1 | Technology | 9.21% |
| 2 | Financials | 4.06% |
| 3 | Healthcare | 3.55% |
| 4 | Consumer Discretionary | 3.5% |
| 5 | Industrials | 2.7% |
