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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
1801
– –
-2,604
1802
$0 ﹤0.01%
8,698
+3,542
1803
– –
-2,726
1804
– –
-12,936
1805
– –
-11,381
1806
$0 ﹤0.01%
+7,366
1807
$0 ﹤0.01%
21,904
+9,587
1808
– –
-18,454
1809
– –
-30,074
1810
– –
-11,791
1811
– –
-11,154
1812
$0 ﹤0.01%
1,910
-1,874
1813
– –
-2,062
1814
– –
-12,571
1815
– –
-3,951
1816
– –
-2,749
1817
– –
-6,308
1818
– –
-25,920
1819
– –
-5,567
1820
– –
-23,954
1821
– –
-2,555
1822
– –
-18,002
1823
– –
-13,159
1824
– –
-17,275
1825
– –
-15,162
71 72
73
74 75