Cetera Investment Advisers
Institutional investor · Portfolio as of Q1 2019
Top Holdings487 positions
VANGUARD INDEX FDS | 143,455 | $22.5M | 3.2% | $21.39 | +16.23% | 2 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 128,967 | $19.5M | 2.8% | $31.05 | +15.95% | 2 qtrssince 2018-Q4 | Decreased 0 |
SPDR SER TR | 155,205 | $15.4M | 2.2% | $73.86 | +10.41% | 2 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 180,223 | $13.9M | 2.0% | $62.46 | +10.11% | 2 qtrssince 2018-Q4 | Increased 50 |
INVESCO QQQ TR | 76,532 | $13.8M | 1.9% | $146.40 | +17.66% | 2 qtrssince 2018-Q4 | Decreased 0 |
FIRST TR VALUE LINE DIVID IN | 406,895 | $13.2M | 1.9% | $25.56 | +6.88% | 2 qtrssince 2018-Q4 | Increased 65 |
APPLE INC | 64,184 | $12.2M | 1.7% | $37.40 | +20.92% | 2 qtrssince 2018-Q4 | Increased 44 |
SPDR S&P 500 ETF TR | 43,041 | $12.1M | 1.7% | $223.02 | +13.53% | 2 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 94,570 | $11.7M | 1.6% | $95.20 | +11.30% | 2 qtrssince 2018-Q4 | Increased 46 |
VANGUARD INDEX FDS | 97,097 | $10.4M | 1.5% | $81.26 | +10.05% | 2 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 186,349 | $10M | 1.4% | $41.69 | +16.47% | 2 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 74,409 | $8.1M | 1.1% | $85.39 | +2.94% | 2 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 4,313 | $7.7M | 1.1% | $75.34 | +18.18% | 2 qtrssince 2018-Q4 | Increased 44 |
ISHARES TR | 125,272 | $7.6M | 1.1% | $44.14 | +10.87% | 2 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 59,288 | $7M | 1.0% | $94.61 | +16.40% | 2 qtrssince 2018-Q4 | Increased 39 |
VANGUARD INDEX FDS | 42,402 | $6.8M | 1.0% | $30.79 | +16.67% | 2 qtrssince 2018-Q4 | Increased 38 |
VANGUARD INDEX FDS | 76,534 | $6.7M | 0.9% | $56.26 | +17.38% | 2 qtrssince 2018-Q4 | Decreased 0 |
AT&T INC | 204,373 | $6.4M | 0.9% | $12.42 | +12.31% | 2 qtrssince 2018-Q4 | Decreased 0 |
FIRST TRUST LRGCP GWT ALPHAD | 87,818 | $5.9M | 0.8% | $56.75 | +14.12% | 2 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 39,873 | $5.8M | 0.8% | $113.79 | +13.88% | 2 qtrssince 2018-Q4 | Increased 38 |
Cetera Investment Advisers manages $708.2M across 487 positions as of Q1 2019. Top holdings: VUG (3.2%), IWF (2.8%), SDY (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 52 new positions, 21 exits, 231 increased. Top move: FVD (INCREASED, conviction 65). Portfolio: $708M across 487 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR