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
76
$820K 0.38%
+17,028
77
$814K 0.37%
+9,679
78
$805K 0.37%
+84,296
79
$805K 0.37%
+9,723
80
$798K 0.37%
+3,912
81
$787K 0.36%
+9,632
82
$779K 0.36%
+20,180
83
$779K 0.36%
+5,905
84
$778K 0.36%
+17,642
85
$763K 0.35%
+61,839
86
$752K 0.35%
+63,111
87
$752K 0.35%
+9,647
88
$747K 0.34%
+9,257
89
$730K 0.34%
+12,677
90
$725K 0.33%
+15,092
91
$724K 0.33%
+4,478
92
$724K 0.33%
+16,111
93
$704K 0.32%
+9,294
94
$696K 0.32%
+9,430
95
$688K 0.32%
+7,015
96
$688K 0.32%
+9,355
97
$680K 0.31%
+15,031
98
$675K 0.31%
+13,380
99
$674K 0.31%
+24,920
100
$667K 0.31%
+17,480
2 3
4
5 6