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Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $94B
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
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
1701
$1K ﹤0.01%
11,254
+5,613
1702
$1K ﹤0.01%
4,550
+2,015
1703
$1K ﹤0.01%
22,778
-2,030
1704
$1K ﹤0.01%
40,682
+8,102
1705
$1K ﹤0.01%
41,968
+246
1706
$1K ﹤0.01%
13,614
+6,969
1707
$1K ﹤0.01%
72,378
+45,636
1708
$1K ﹤0.01%
8,754
+4,315
1709
$1K ﹤0.01%
55,064
+33,301
1710
$1K ﹤0.01%
31,956
+19,474
1711
$1K ﹤0.01%
26,292
+14,478
1712
$1K ﹤0.01%
31,570
+17,285
1713
– –
-2,825
1714
– –
-18,472
1715
– –
-7,437
1716
– –
-8,503
1717
– –
-152,072
1718
– –
-3,575
1719
– –
-1,418
1720
– –
-6,932
1721
– –
-18,129
1722
– –
-8,661
1723
– –
-7,605
1724
– –
-859
1725
– –
-8,444
67 68
69
70 71