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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
1851
– –
-6,362
1852
– –
-13,104
1853
– –
-27,512
1854
– –
-3,317
1855
– –
-10,582
1856
– –
-5,068
1857
– –
-13,666
1858
– –
-11,297
1859
– –
-10,668
1860
– –
-6,582
1861
– –
-1,095
1862
– –
-15,597
1863
– –
-15,594
1864
– –
-6,926
1865
– –
-14,494
1866
$0 ﹤0.01%
18,372
+9,162
1867
– –
-15,559
1868
– –
-10,385
1869
– –
-1,107
1870
– –
-13,603
1871
– –
-2,943
1872
– –
-32,401
1873
– –
-7,513
1874
– –
-2,466
1875
– –
-72,074
72 73 74
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