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
1376
$255K 0.01%
4,363
-53
1377
$255K 0.01%
26,728
+1,065
1378
$254K 0.01%
5,081
-826
1379
$254K 0.01%
+10,907
1380
$253K 0.01%
7,812
+337
1381
$252K 0.01%
+1,678
1382
$252K 0.01%
5,361
-1,263
1383
$251K 0.01%
54,017
+2,539
1384
$251K 0.01%
18,295
+2,032
1385
$250K 0.01%
7,306
-392
1386
$249K 0.01%
8,850
-2,000
1387
$249K 0.01%
5,084
-1,002
1388
$246K ﹤0.01%
5,704
+441
1389
$246K ﹤0.01%
11,531
-1,228
1390
$246K ﹤0.01%
11,786
+298
1391
$246K ﹤0.01%
+2,382
1392
$245K ﹤0.01%
7,034
-32
1393
$245K ﹤0.01%
960
+79
1394
$245K ﹤0.01%
5,905
+508
1395
$245K ﹤0.01%
3,297
-3,029
1396
$245K ﹤0.01%
4,102
+45
1397
$245K ﹤0.01%
3,888
-1,451
1398
$244K ﹤0.01%
+1,486
1399
$243K ﹤0.01%
+4,376
1400
$243K ﹤0.01%
2,252
-1,441
54 55
56
57 58