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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
101
$155M 0.18%
2,872,654
+681,785
102
$153M 0.18%
1,630,316
+167,791
103
$152M 0.18%
1,124,745
+577,872
104
$150M 0.17%
978,135
+198,908
105
$149M 0.17%
2,934,529
+997,049
106
$145M 0.17%
1,600,721
+42,977
107
$145M 0.17%
894,962
+110,145
108
$141M 0.16%
1,166,936
+210,648
109
$137M 0.16%
461,063
+94,031
110
$137M 0.16%
3,621,300
+850,516
111
$135M 0.16%
1,636,097
-13,503
112
$132M 0.15%
434,614
+113,815
113
$131M 0.15%
275,422
+42,444
114
$131M 0.15%
5,776,171
+464,107
115
$131M 0.15%
3,821,088
+2,949,403
116
$128M 0.15%
983,871
+47,709
117
$126M 0.15%
252,772
+44,578
118
$126M 0.15%
601,819
+347,881
119
$126M 0.15%
446,139
+110,450
120
$125M 0.15%
487,762
+47,682
121
$124M 0.14%
2,824,947
+844,397
122
$123M 0.14%
1,171,731
+405,035
123
$123M 0.14%
2,433,965
+1,090,292
124
$122M 0.14%
2,441,290
+599,674
125
$121M 0.14%
1,223,448
+611,271
3 4
5
6 7