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
1351
$268K 0.01%
+10,808
1352
$267K 0.01%
10,334
+966
1353
$267K 0.01%
8,509
-3,679
1354
$266K 0.01%
125,943
+333
1355
$266K 0.01%
5,296
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1356
$266K 0.01%
4,966
-59
1357
$264K 0.01%
5,793
-135
1358
$263K 0.01%
3,100
-189
1359
$263K 0.01%
22,966
+3,284
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$262K 0.01%
7,947
1361
$262K 0.01%
30,594
-1,742
1362
$261K 0.01%
4,818
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1363
$261K 0.01%
7,983
-6,204
1364
$260K 0.01%
113,050
+1,000
1365
$260K 0.01%
37,330
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1366
$259K 0.01%
881
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1367
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2,335
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$258K 0.01%
14,504
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1369
$258K 0.01%
+13,214
1370
$257K 0.01%
5,024
-5,335
1371
$257K 0.01%
31,706
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1372
$257K 0.01%
20,723
+7,642
1373
$256K 0.01%
2,088
-1,494
1374
$256K 0.01%
4,065
-505
1375
$255K 0.01%
6,592
-350
53 54
55
56 57