Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$6.09M
3
+$5.04M
4
AAPL icon
Apple
AAPL
+$4.72M
5
T icon
AT&T
T
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.96%
2 Consumer Staples 6.31%
3 Technology 6.3%
4 Industrials 5.8%
5 Communication Services 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$219K 0.1%
+1,158
227
$219K 0.1%
+10,457
228
$218K 0.1%
+4,252
229
$212K 0.1%
+4,968
230
$211K 0.1%
+4,291
231
$209K 0.1%
+3,938
232
$207K 0.1%
+5,832
233
$205K 0.09%
+6,631
234
$204K 0.09%
+1,968
235
$204K 0.09%
+4,922
236
$204K 0.09%
+3,586
237
$203K 0.09%
+4,000
238
$201K 0.09%
+8,943
239
$200K 0.09%
+3,722
240
$193K 0.09%
+31,000
241
$187K 0.09%
+13,456
242
$173K 0.08%
+27,638
243
$168K 0.08%
+13,953
244
$165K 0.08%
+17,012
245
$163K 0.07%
+12,157
246
$155K 0.07%
+15,258
247
$155K 0.07%
+29,950
248
$148K 0.07%
+10,762
249
$137K 0.06%
+11,517
250
$130K 0.06%
+31,712
7 8 9
10
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