Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
+$7.89M
2
+$6.15M
3
+$5.12M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.06M
5
T icon
AT&T
T
+$3.95M

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
251
$106K 0.05%
+11,853
252
$105K 0.05%
+4,726
253
$102K 0.05%
+4,416
254
$90K 0.04%
+17,395
255
$81K 0.04%
+10,353
256
$46K 0.02%
+51
257
$19K 0.01%
+10,066
258
$13K 0.01%
+12,472
7 8 9 10
11