Cetera Investment Advisers Portfolio holdings
AUM
$59.3B
1-Year Return
16.16%
This Quarter Return
+5.35%
1 Year Return
+16.16%
3 Year Return
+56.11%
5 Year Return
+94.19%
10 Year Return
–
AUM
$11.9B
AUM Growth
+$454M
(+4%)
Cap. Flow
-$36.6M
Cap. Flow
% of AUM
-0.31%
Top 10 Holdings %
Top 10 Hldgs %
19.31%
Holding
2,306
New
161
Increased
1,028
Reduced
938
Closed
132
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$66.3M |
| 2 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$53.9M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$14.1M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$12.4M |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
$12.4M |
Top Sells
Sector Composition
| 1 | Technology | 8.92% |
| 2 | Healthcare | 3.75% |
| 3 | Financials | 3.72% |
| 4 | Consumer Discretionary | 3.43% |
| 5 | Industrials | 2.72% |
