Cetera Investment Advisers Portfolio holdings
AUM
$59.3B
1-Year Return
16.16%
This Quarter Return
+6.07%
1 Year Return
+16.16%
3 Year Return
+56.11%
5 Year Return
+94.19%
10 Year Return
–
AUM
$11.4B
AUM Growth
+$651M
(+6%)
Cap. Flow
+$132M
Cap. Flow
% of AUM
1.15%
Top 10 Holdings %
Top 10 Hldgs %
19.42%
Holding
2,250
New
162
Increased
1,030
Reduced
892
Closed
105
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$83.6M |
| 2 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$75.1M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$46.1M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$39.9M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$25.5M |
Top Sells
Sector Composition
| 1 | Technology | 7.95% |
| 2 | Healthcare | 3.72% |
| 3 | Financials | 3.66% |
| 4 | Consumer Discretionary | 3.09% |
| 5 | Industrials | 2.6% |
