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
26
$1.88M 0.86%
+20,912
27
$1.73M 0.8%
+37,610
28
$1.72M 0.79%
+16,481
29
$1.71M 0.78%
+17,347
30
$1.68M 0.77%
+30,308
31
$1.66M 0.76%
+20,879
32
$1.65M 0.76%
+42,400
33
$1.63M 0.75%
+115,967
34
$1.61M 0.74%
+29,527
35
$1.6M 0.74%
+27,209
36
$1.56M 0.72%
+24,960
37
$1.54M 0.71%
+17,564
38
$1.54M 0.71%
+18,263
39
$1.48M 0.68%
+18,670
40
$1.41M 0.65%
+12,582
41
$1.4M 0.64%
+30,211
42
$1.38M 0.64%
+29,504
43
$1.38M 0.63%
+13,221
44
$1.35M 0.62%
+44,053
45
$1.34M 0.61%
+22,604
46
$1.3M 0.6%
+18,865
47
$1.29M 0.59%
+14,996
48
$1.26M 0.58%
+46,313
49
$1.24M 0.57%
+18,721
50
$1.22M 0.56%
+35,955
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