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
126
$512K 0.24%
+4,185
127
$507K 0.23%
+11,289
128
$506K 0.23%
+3,926
129
$503K 0.23%
+12,824
130
$477K 0.22%
+11,004
131
$473K 0.22%
+21,220
132
$463K 0.21%
+6,574
133
$459K 0.21%
+5,350
134
$458K 0.21%
+9,754
135
$454K 0.21%
+6,803
136
$446K 0.2%
+5,452
137
$446K 0.2%
+6,646
138
$444K 0.2%
+7,680
139
$443K 0.2%
+4,516
140
$436K 0.2%
+3,439
141
$432K 0.2%
+3,243
142
$424K 0.19%
+4,183
143
$422K 0.19%
+47,263
144
$421K 0.19%
+4,617
145
$407K 0.19%
+8,086
146
$404K 0.19%
+12,154
147
$404K 0.19%
+6,707
148
$402K 0.18%
+3,290
149
$402K 0.18%
+35,550
150
$400K 0.18%
+3,838
4 5
6
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