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
1676
$4K ﹤0.01%
32,802
+15,913
1677
$4K ﹤0.01%
+10,000
1678
$3K ﹤0.01%
59,164
+28,169
1679
$3K ﹤0.01%
35,375
-46,402
1680
$3K ﹤0.01%
16,456
-3,153
1681
$3K ﹤0.01%
12,990
+6,383
1682
$3K ﹤0.01%
15,276
+6,446
1683
$2K ﹤0.01%
40,746
+20,752
1684
$2K ﹤0.01%
59,578
+23,592
1685
$2K ﹤0.01%
63,536
+29,432
1686
$2K ﹤0.01%
114,596
+77,303
1687
$2K ﹤0.01%
11,334
+5,431
1688
$2K ﹤0.01%
73,576
+58,770
1689
$2K ﹤0.01%
42,614
+23,217
1690
$2K ﹤0.01%
18,557
1691
$2K ﹤0.01%
146
1692
$1K ﹤0.01%
27,968
+7,301
1693
$1K ﹤0.01%
12,788
+4,609
1694
$1K ﹤0.01%
+5,368
1695
$1K ﹤0.01%
10,748
+7,373
1696
$1K ﹤0.01%
8,018
+4,261
1697
$1K ﹤0.01%
38,172
+22,348
1698
$1K ﹤0.01%
26,374
+13,977
1699
$1K ﹤0.01%
1,438
+667
1700
$1K ﹤0.01%
11,254
+5,613
66 67
68
69 70