Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.01B
AUM Growth
-$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,897
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$105M
3
+$103M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$70M
5
AMZN icon
Amazon
AMZN
+$41.5M

Top Sells

1
+$27.3M
2
+$26.8M
3
+$13.1M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$12.8M
5
META icon
Meta Platforms (Facebook)
META
+$12.1M

Sector Composition

1 Technology 4.89%
2 Healthcare 4.7%
3 Financials 3.92%
4 Consumer Discretionary 2.83%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$927K 0.02%
29,087
-1,767
752
$925K 0.02%
23,916
-355
753
$924K 0.02%
29,829
-3,086
754
$923K 0.02%
57,605
+9,707
755
$919K 0.02%
50,700
+1,950
756
$917K 0.02%
23,070
+434
757
$915K 0.02%
37,157
-4,739
758
$911K 0.02%
41,212
759
$911K 0.02%
22,265
+16,802
760
$909K 0.02%
13,537
-32,230
761
$908K 0.02%
40,018
+12,173
762
$908K 0.02%
22,428
-92
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$900K 0.02%
5,102
-1,575
764
$900K 0.02%
1,709,341
+22,000
765
$898K 0.02%
65,762
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766
$898K 0.02%
12,257
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$898K 0.02%
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10,771
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10,298
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9,933
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$890K 0.02%
1,834
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772
$882K 0.02%
103,783
+38,980
773
$881K 0.02%
5,635
-270
774
$880K 0.02%
16,234
-1,464
775
$875K 0.02%
3,162
-135
29 30
31
32 33