Cetera Investment Advisers Portfolio holdings
AUM
$59.3B
This Quarter Return
+6.59%
1 Year Return
+16.16%
3 Year Return
+56.11%
5 Year Return
+94.19%
10 Year Return
–
AUM
$6.23B
AUM Growth
+$6.23B
(+23%)
Cap. Flow
+$853M
Cap. Flow
% of AUM
13.7%
Top 10 Holdings %
Top 10 Hldgs %
17.34%
Holding
1,847
New
256
Increased
1,122
Reduced
339
Closed
85
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$21.5M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$20.7M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$19.9M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$17.4M |
| 5 |
First Trust Senior Loan Fund ETF
FTSL
|
$15.6M |
Top Sells
| 1 |
Vanguard Mid-Cap Growth ETF
VOT
|
$18.1M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$9.83M |
| 3 |
FSKR
FS KKR Capital Corp. II
FSKR
|
$4.73M |
| 4 |
iShares US Consumer Discretionary ETF
IYC
|
$4.53M |
| 5 |
iShares US Consumer Staples ETF
IYK
|
$4.31M |
Sector Composition
| 1 | Technology | 10.8% |
| 2 | Healthcare | 5.39% |
| 3 | Financials | 5.21% |
| 4 | Consumer Discretionary | 4.65% |
| 5 | Communication Services | 3.95% |
