Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $59.3B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
1
$7.83M 3.6%
+38,407
2
$6.09M 2.8%
+57,188
3
$5.04M 2.32%
+50,727
4
$4.72M 2.17%
+179,188
5
$4.04M 1.86%
+155,724
6
$3.88M 1.78%
+25,966
7
$3.83M 1.76%
+46,921
8
$3.75M 1.72%
+33,557
9
$3.41M 1.57%
+31,584
10
$3.29M 1.51%
+33,532
11
$3.06M 1.41%
+108,753
12
$3.04M 1.4%
+70,345
13
$2.9M 1.33%
+30,166
14
$2.89M 1.33%
+28,149
15
$2.84M 1.3%
+23,677
16
$2.77M 1.27%
+159,340
17
$2.67M 1.22%
+24,088
18
$2.59M 1.19%
+32,452
19
$2.53M 1.16%
+74,107
20
$2.27M 1.04%
+21,482
21
$2.22M 1.02%
+15,359
22
$2.1M 0.97%
+61,075
23
$2M 0.92%
+25,599
24
$1.97M 0.91%
+33,897
25
$1.96M 0.9%
+39,298
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