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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
1776
– –
-5,426
1777
– –
-7,825
1778
– –
-3,280
1779
$0 ﹤0.01%
+8,420
1780
– –
-4,643
1781
– –
-10,865
1782
– –
-3,014
1783
– –
-127,218
1784
– –
-6,327
1785
– –
-11,708
1786
– –
-56,000
1787
– –
-2,932
1788
– –
-13,022
1789
$0 ﹤0.01%
29,804
+14,960
1790
$0 ﹤0.01%
+2,416
1791
– –
-7,976
1792
$0 ﹤0.01%
+3,458
1793
– –
-6,439
1794
– –
-13,248
1795
– –
-3,426
1796
– –
-10,950
1797
– –
-17,535
1798
– –
-9,539
1799
$0 ﹤0.01%
+6,902
1800
– –
-3,032
70 71
72
73 74