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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
1826
– –
-3,108
1827
– –
-5,642
1828
– –
-6,946
1829
– –
-53,134
1830
– –
-4,362
1831
– –
-4,866
1832
– –
-14,090
1833
– –
-1,242
1834
– –
-4,083
1835
– –
-11,466
1836
– –
-21,544
1837
– –
-12,575
1838
– –
-10,536
1839
– –
-5,576
1840
– –
-11,430
1841
– –
-29,300
1842
– –
-10,905
1843
– –
-4,988
1844
$0 ﹤0.01%
27,022
+19,065
1845
– –
-19,020
1846
– –
-15,378
1847
– –
-9,939
1848
– –
-2,853
1849
– –
-11,936
1850
– –
-13,344
72 73
74
75 76