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
51
$1.17M 0.54%
+9,940
52
$1.17M 0.54%
+11,531
53
$1.16M 0.53%
+9,107
54
$1.15M 0.53%
+26,812
55
$1.15M 0.53%
+26,453
56
$1.1M 0.5%
+18,099
57
$1.09M 0.5%
+13,494
58
$1.06M 0.49%
+5,646
59
$1.02M 0.47%
+76,576
60
$1M 0.46%
+14,014
61
$989K 0.45%
+5
62
$978K 0.45%
+8,177
63
$966K 0.44%
+13,214
64
$913K 0.42%
+23,313
65
$900K 0.41%
+4,989
66
$895K 0.41%
+73,616
67
$885K 0.41%
+22,196
68
$869K 0.4%
+17,630
69
$863K 0.4%
+17,080
70
$859K 0.39%
+8,576
71
$843K 0.39%
+8,286
72
$838K 0.38%
+6,927
73
$836K 0.38%
+10,901
74
$830K 0.38%
+7,296
75
$822K 0.38%
+28,058
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3
4 5