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
151
$398K 0.18%
+6,675
152
$393K 0.18%
+5,907
153
$391K 0.18%
+1,980
154
$384K 0.18%
+23,845
155
$383K 0.18%
+4,171
156
$383K 0.18%
+7,042
157
$381K 0.18%
+6,032
158
$373K 0.17%
+4,727
159
$372K 0.17%
+17,120
160
$368K 0.17%
+15,778
161
$355K 0.16%
+4,514
162
$354K 0.16%
+13,806
163
$351K 0.16%
+7,082
164
$350K 0.16%
+2,515
165
$350K 0.16%
+6,874
166
$349K 0.16%
+6,423
167
$347K 0.16%
+2,739
168
$346K 0.16%
+5,690
169
$344K 0.16%
+14,359
170
$338K 0.16%
+7,388
171
$336K 0.15%
+8,697
172
$333K 0.15%
+4,104
173
$333K 0.15%
+6,644
174
$332K 0.15%
+4,007
175
$328K 0.15%
+6,433
5 6
7
8 9