Cetera Investment Advisers Reduced Holdings in Q1 2025

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.02M
- 72.59%
$59.61 - $66.71 $61.1M - $68.3M
387K $23.4M
SPYG
Spdr Portfolio

ETFs
-564K
- 20.2%
$80.05 - $92.39 $45.2M - $52.1M
2.23M $179M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-8.75K
- 0.69%
$360.07 - $417.26 $3.15M - $3.65M
1.26M $454M
EFG
Msci Eafe Growth ETF

ETFs
-529K
- 29.71%
$96.1 - $106.37 $50.9M - $56.3M
1.25M $125M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-501K
- 42.22%
$85.29 - $92.57 $42.7M - $46.4M
686K $62.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.08M
- 53.08%
$32.42 - $36.13 $34.9M - $38.9M
952K $31.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-959K
- 9.19%
$44.72 - $46.25 $42.9M - $44.4M
9.48M $437M
IWY
Ishares Tr Russell 200 Growth

ETFs
-123K
- 42.17%
$210.19 - $243.33 $25.8M - $29.8M
168K $35.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-361K
- 37.54%
$81.83 - $82.73 $29.6M - $29.9M
601K $49.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-470K
- 37.79%
$40.03 - $46.81 $18.8M - $22M
774K $31.5M
TFLO
Ishares Treasury Floating Rate

ETFs
-439K
- 25.74%
$50.48 - $50.68 $22.2M - $22.3M
1.27M $64.2M
IWM
Ishares Russell 2000 ETF

ETFs
-28.8K
- 3.9%
$198.1 - $229.79 $5.71M - $6.62M
710K $142M
AMD
Advanced Micro Devices Inc

Technology
-66.1K
- 8.38%
$96.63 - $129.55 $6.39M - $8.57M
723K $74.3M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-126K
- 20.39%
$110.9 - $132.93 $13.9M - $16.7M
491K $55.8M
AOK
Ishares Tr Core Conservative A

ETFs
-422K
- 85.06%
$36.86 - $38.15 $15.5M - $16.1M
74K $2.79M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-292K
- 36.18%
$46.06 - $49.24 $13.4M - $14.4M
514K $24M
IYR
Ishares Tr

ETFs
-153K
- 80.39%
$89.49 - $98.98 $13.7M - $15.1M
37.3K $3.57M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-308K
- 25.67%
$42.4 - $44.11 $13.1M - $13.6M
891K $39.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-77.7K
- 24.81%
$120.24 - $134.3 $9.34M - $10.4M
235K $28.7M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-4.14K
- 0.24%
$36.64 - $45.76 $152K - $189K
1.73M $65M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-5.86K
- 2.09%
$254.58 - $302.92 $1.49M - $1.78M
275K $70.3M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-71.4K
- 21.16%
$94.32 - $110.46 $6.73M - $7.89M
266K $25.7M
DHR
Danaher Corp

Healthcare
-32.8K
- 24.43%
$201.62 - $250.59 $6.61M - $8.22M
101K $20.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-14.8K
- 9.83%
$307.43 - $357.48 $4.55M - $5.29M
136K $41.9M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-22K
- 29.12%
$333.37 - $384.99 $7.33M - $8.47M
53.5K $17.9M
USFR
Wisdomtree Floating Rate Treas

ETFs
-182K
- 9.66%
$50.29 - $50.5 $9.16M - $9.2M
1.7M $85.8M
IFRA
Ishares Tr

ETFs
-183K
- 29.24%
$44.8 - $49.25 $8.21M - $9.02M
443K $20M
DFAE
Dimensional ETF Tr

ETFs
-358K
- 69.39%
$24.64 - $26.86 $8.81M - $9.61M
158K $4.09M
JHMM
John Hancock Multifactor Mid C

ETFs
-125K
- 17.59%
$55.69 - $63.12 $6.96M - $7.89M
586K $33.6M
VCR
Vanguard Consumer Discretionar

ETFs
-14.3K
- 17.13%
$318.51 - $391.75 $4.57M - $5.62M
69.4K $22.6M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-202K
- 44.84%
$41.09 - $43.24 $8.32M - $8.75M
249K $10.3M
BA
Boeing CO

Industrials
-41.4K
- 16.59%
$148.15 - $186.25 $6.13M - $7.71M
208K $35.5M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-103K
- 26.76%
$47.25 - $67.02 $4.85M - $6.88M
281K $13.4M
DELL
Dell Technologies Inc.

Technology
-36.2K
- 17.57%
$90.34 - $124.66 $3.27M - $4.51M
170K $15.5M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-163K
- 67.83%
$47.6 - $51.91 $7.76M - $8.46M
77.3K $3.74M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-167K
- 60.53%
$44.11 - $47.04 $7.37M - $7.86M
109K $4.85M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-62.3K
- 13.66%
$47.79 - $59.89 $2.98M - $3.73M
394K $19.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-117K
- 6.54%
$54.25 - $57.64 $6.35M - $6.74M
1.67M $92.1M
URA
Global X Uranium ETF

ETFs
-193K
- 29.62%
$22.92 - $30.98 $4.43M - $5.99M
460K $10.5M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-32.1K
- 52.68%
$75.72 - $160.92 $2.43M - $5.17M
28.9K $2.2M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-50.9K
- 39.22%
$120.5 - $145.97 $6.14M - $7.43M
78.9K $10.4M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-560K
- 9.31%
$11.96 - $13.56 $6.7M - $7.59M
5.45M $70M
VV
Vanguard Large Cap ETF

ETFs
-7.81K
- 2.25%
$253.32 - $282.66 $1.98M - $2.21M
339K $87.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-274K
- 7.03%
$22.25 - $23.0 $6.1M - $6.3M
3.62M $83.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-11.6K
- 5.64%
$408.78 - $448.82 $4.74M - $5.2M
194K $81.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-150K
- 28.59%
$39.96 - $43.3 $5.98M - $6.48M
374K $15.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
-49.3K
- 4.0%
$182.82 - $196.21 $9.01M - $9.67M
1.18M $222M
SKYY
First Trust Cloud Computing Et

ETFs
-33.5K
- 27.3%
$102.23 - $131.18 $3.42M - $4.39M
89.1K $9.11M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-49.9K
- 45.38%
$91.68 - $109.93 $4.57M - $5.48M
60K $5.62M
Activity Summary
Buys All Purchases 2772 New Holdings 351 Increased Positions 2421 Sells All Sells 1102 Reductions 1102 Sold out 0 Options Calls 9 Puts 13
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