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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
$86B
AUM Growth
+$26.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,604
New
Increased
Reduced
Closed

Top Buys

1
+$1.33B
2
+$1.13B
3
+$979M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$761M
5
VTV icon
Vanguard Value ETF
VTV
+$761M

Top Sells

1
+$56.2M
2
+$48.7M
3
+$42.8M
4
VFMO icon
Vanguard US Momentum Factor ETF
VFMO
+$40.9M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$36M

Sector Composition

1 Technology 10.21%
2 Financials 4.22%
3 Consumer Discretionary 3.2%
4 Industrials 2.8%
5 Healthcare 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$276M 0.32%
7,264,277
+1,988,046
52
$275M 0.32%
2,671,511
+654,895
53
$271M 0.32%
3,999,047
+140,569
54
$267M 0.31%
1,311,920
+169,910
55
$263M 0.31%
1,216,583
+216,638
56
$258M 0.3%
2,767,112
+573,536
57
$255M 0.3%
2,261,670
+748,101
58
$252M 0.29%
756,551
+397,723
59
$248M 0.29%
4,580,750
+1,153,995
60
$248M 0.29%
5,004,948
+490,755
61
$244M 0.28%
2,370,464
+675,451
62
$244M 0.28%
2,658,234
+209,406
63
$241M 0.28%
7,049,934
+1,194,000
64
$237M 0.28%
310,963
+57,124
65
$235M 0.27%
3,500,974
+705,735
66
$233M 0.27%
1,655,710
+99,938
67
$229M 0.27%
5,369,344
+1,816,813
68
$229M 0.27%
247,285
+50,600
69
$228M 0.27%
562,873
+98,101
70
$227M 0.26%
4,107,926
+397,977
71
$224M 0.26%
1,070,900
+190,093
72
$222M 0.26%
3,401,972
+827,958
73
$221M 0.26%
4,354,450
+419,393
74
$218M 0.25%
5,522,630
+695,931
75
$218M 0.25%
2,449,019
+494,716
1 2
3
4 5