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
1851
– –
-10,668
1852
– –
-6,582
1853
– –
-1,095
1854
– –
-15,597
1855
– –
-15,594
1856
– –
-6,926
1857
– –
-14,494
1858
$0 ﹤0.01%
18,372
+9,162
1859
– –
-15,559
1860
– –
-10,385
1861
– –
-12,800
1862
– –
-7,743
1863
– –
-1,107
1864
– –
-5,426
1865
– –
-13,603
1866
– –
-2,943
1867
– –
-32,401
1868
– –
-2,466
1869
– –
-10,516
1870
– –
-12,736
1871
– –
-4,415
1872
– –
-10,264
1873
– –
-15,692
1874
– –
-67
1875
– –
-7,825
72 73 74
75
76