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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
1726
– –
-6,406
1727
– –
-16,675
1728
– –
-3,840
1729
– –
-12,559
1730
– –
-12,780
1731
– –
-6,792
1732
– –
-4,727
1733
– –
-988
1734
– –
-21,284
1735
– –
-9,761
1736
– –
-11,493
1737
– –
-5,727
1738
– –
-2,970
1739
– –
-74,687
1740
$0 ﹤0.01%
+2,218
1741
– –
-37,854
1742
– –
-12,120
1743
– –
-6,515
1744
– –
-2,005
1745
– –
-35,840
1746
$0 ﹤0.01%
+17,812
1747
– –
-11,000
1748
– –
-13,800
1749
– –
-10,603
1750
$0 ﹤0.01%
+45,544
68 69
70
71 72