How many stocks does Cetera Investment Advisers own?

As of Q1 2026, Cetera Investment Advisers holds 4,790 positions in their 13F portfolio.

What is Cetera Investment Advisers's largest holding?

IVV at 3.0% of portfolio, worth $2.8B.

What is Cetera Investment Advisers's total portfolio value?

$94B as of Q1 2026, tracked across 4,790 holdings.

Is Cetera Investment Advisers a hedge fund?

Cetera Investment Advisers is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Cetera Investment Advisers report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Cetera Investment Advisers's portfolio changed in Q1 2026?

View Cetera Investment Advisers's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Cetera Investment Advisers's investment strategy?

Cetera Investment Advisers is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Cetera Investment Advisers Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

Cetera Investment Advisers

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$94B

AUM

4,790

Positions

Q1 2026

Filing

Rating · 4.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New4%Increased67%Decreased28%Exited1%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.2 years

<1Q5%1-4Q15%1-2Y11%2Y+69%

Q1 2026 Summary

Active quarter - 264 new positions, 190 exits, 2680 increased. Top move: IVV (INCREASED, conviction 58). Portfolio: $94.0B across 4790 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV2.96%

AAPL1.90%

NVDA1.78%

VTV1.62%

AGG1.61%

QQQ1.39%

VOO1.27%

SPY1.25%

VTI1.15%

MSFT1.13%

Other1.11%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown70.13%

Technology9.07%

Financial Services3.74%

Industrials3.08%

Consumer Cyclical2.86%

Healthcare2.69%

Communication Services2.41%

Energy1.87%

Consumer Defensive1.80%

Utilities0.90%

Other1.45%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

LITE22Q held

LUMENTUM HLDGS INC

Avg $65.26 · $11.7M est. P&L

Est. P&L

+1387.40%

USAS14Q held

AMERICAS GOLD AND SILVER COR

Avg $0.88 · $978,385 est. P&L

Est. P&L

+610.95%

STX20Q held

SEAGATE TECHNOLOGY HLDNGS PL

Avg $114.79 · $75M est. P&L

Est. P&L

+592.96%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings4,790 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES TR	4.3M	$2.8B	3.0%	—	$575.78	+28.95%	30 qtrssince 2018-Q4	Increased 58
AAPL APPLE INC	7.1M	$1.8B	1.9%	—	$183.31	+63.79%	30 qtrssince 2018-Q4	Increased 51
NVDA NVIDIA CORPORATION	9.6M	$1.7B	1.8%	—	$132.77	+73.37%	30 qtrssince 2018-Q4	Increased 50
VTV ETF VANGUARD INDEX FDS	7.7M	$1.5B	1.6%	—	$171.78	+20.31%	30 qtrssince 2018-Q4	Increased 52
AGG ETF ISHARES TR	15.3M	$1.5B	1.6%	—	$96.46	+1.62%	30 qtrssince 2018-Q4	Decreased 0
QQQ Unit INVESCO QQQ TR	2.3M	$1.3B	1.4%	—	$500.77	+41.57%	5 qtrssince 2025-Q1	Increased 51
VOO ETF VANGUARD INDEX FDS	2M	$1.2B	1.3%	—	$493.52	+37.67%	30 qtrssince 2018-Q4	Increased 52
SPY Unit STATE STR SPDR S&P 500 ETF T	1.8M	$1.2B	1.3%	—	$540.98	+37.23%	30 qtrssince 2018-Q4	Decreased 0
VTI ETF VANGUARD INDEX FDS	3.4M	$1.1B	1.1%	—	$248.09	+46.21%	30 qtrssince 2018-Q4	Increased 52
MSFT MICROSOFT CORP	2.9M	$1.1B	1.1%	—	$400.23	+6.76%	30 qtrssince 2018-Q4	Increased 53
Showing 10 of 4,790 results.4,780 more with Pro.PROUpgrade to see all →