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
1801
– –
-2,062
1802
– –
-12,571
1803
– –
-3,951
1804
– –
-2,749
1805
– –
-6,308
1806
– –
-25,920
1807
– –
-5,567
1808
– –
-23,954
1809
– –
-2,555
1810
– –
-18,002
1811
– –
-5,642
1812
– –
-6,946
1813
– –
-53,134
1814
– –
-13,159
1815
– –
-17,275
1816
– –
-1,894
1817
– –
-15,162
1818
– –
-3,108
1819
– –
-4,362
1820
– –
-4,866
1821
– –
-14,090
1822
– –
-2,314
1823
– –
-1,242
1824
– –
-4,083
1825
– –
-11,466
71 72
73
74 75