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
1776
– –
-72,074
1777
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-16
1778
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-15,272
1779
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-13,022
1780
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-3,575
1781
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-56,000
1782
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-7,976
1783
$0 ﹤0.01%
+3,458
1784
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-6,439
1785
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-13,248
1786
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-3,426
1787
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-10,950
1788
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-17,535
1789
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-9,539
1790
$0 ﹤0.01%
+6,902
1791
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-3,032
1792
$0 ﹤0.01%
8,698
+3,542
1793
– –
-11,381
1794
$0 ﹤0.01%
+7,366
1795
– –
-6,624
1796
– –
-841
1797
$0 ﹤0.01%
21,904
+9,587
1798
– –
-18,454
1799
– –
-30,074
1800
– –
-11,791
70 71
72
73 74