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
101
$664K 0.3%
+28,371
102
$659K 0.3%
+12,612
103
$649K 0.3%
+9,011
104
$641K 0.29%
+11,010
105
$640K 0.29%
+17,474
106
$639K 0.29%
+22,960
107
$629K 0.29%
+26,533
108
$623K 0.29%
+13,857
109
$618K 0.28%
+21,940
110
$614K 0.28%
+8,595
111
$609K 0.28%
+11,717
112
$581K 0.27%
+10,831
113
$581K 0.27%
+17,756
114
$580K 0.27%
+4,734
115
$578K 0.27%
+6,570
116
$578K 0.27%
+13,491
117
$576K 0.26%
+31,531
118
$567K 0.26%
+14,540
119
$558K 0.26%
+8,995
120
$549K 0.25%
+4,152
121
$535K 0.25%
+6,772
122
$531K 0.24%
+38,900
123
$529K 0.24%
+13,263
124
$519K 0.24%
+3,925
125
$519K 0.24%
+700
3 4
5
6 7