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
1751
-10,323
1752
-4,671
1753
-15,555
1754
-8,333
1755
-21,200
1756
-10,900
1757
-10,000
1758
-2,411
1759
-2,578
1760
-7,992
1761
-4,387
1762
-42,197
1763
-10,266
1764
$0 ﹤0.01%
29,804
+14,960
1765
$0 ﹤0.01%
+2,416
1766
-2,913
1767
-2,604
1768
-2,726
1769
-12,936
1770
-11,154
1771
$0 ﹤0.01%
1,910
-1,874
1772
-21,672
1773
-7,841
1774
-5,116
1775
-7,513