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
1526
$162K ﹤0.01%
1,298
+952
1527
$162K ﹤0.01%
32,474
+3,643
1528
$160K ﹤0.01%
+10,212
1529
$159K ﹤0.01%
90,485
-16,291
1530
$158K ﹤0.01%
19,531
-17,790
1531
$157K ﹤0.01%
10,859
-4,000
1532
$157K ﹤0.01%
14,814
+1,500
1533
$155K ﹤0.01%
41,562
+1,708
1534
$154K ﹤0.01%
42,965
+7,162
1535
$153K ﹤0.01%
1,998
-498
1536
$152K ﹤0.01%
11,219
-2,903
1537
$148K ﹤0.01%
13,115
+2,392
1538
$147K ﹤0.01%
9,370
-4,286
1539
$147K ﹤0.01%
13,446
-6,427
1540
$145K ﹤0.01%
19,036
-5,231
1541
$144K ﹤0.01%
13,839
+33
1542
$143K ﹤0.01%
12,518
-344
1543
$140K ﹤0.01%
19,641
-11,804
1544
$138K ﹤0.01%
+11,889
1545
$137K ﹤0.01%
10,941
-2,647
1546
$137K ﹤0.01%
24,942
+41
1547
$136K ﹤0.01%
31,933
-15,731
1548
$134K ﹤0.01%
13,456
-113
1549
$134K ﹤0.01%
12,803
-378
1550
$134K ﹤0.01%
16,262
60 61
62
63 64