Cetera Investment Advisers
Institutional investor · Portfolio as of Q1 2022
Top Holdings1,878 positions
Apple Inc | 1.8M | $314.2M | 4.5% | $115.60 | +47.73% | 14 qtrssince 2018-Q4 | Increased 57 |
SCHWAB STRATEGIC TR | 2.1M | $163.6M | 2.3% | $19.77 | +12.87% | 6 qtrssince 2020-Q4 | Increased 61 |
iShares Core S&P 500 ETF | 301,557 | $136.8M | 2.0% | $377.71 | +12.78% | 14 qtrssince 2018-Q4 | Increased 58 |
FIRST TR EXCHANGE-TRADED FD | 1.6M | $125.2M | 1.8% | $65.49 | +12.55% | 14 qtrssince 2018-Q4 | Increased 51 |
Microsoft Corp | 377,937 | $116.5M | 1.7% | $203.83 | +45.73% | 14 qtrssince 2018-Q4 | Increased 50 |
INVESCO QQQ TR | 318,581 | $115.5M | 1.7% | $260.92 | +37.35% | 14 qtrssince 2018-Q4 | Decreased 0 |
Vanguard Total Stock Market ET | 432,562 | $98.5M | 1.4% | $179.11 | +19.38% | 14 qtrssince 2018-Q4 | Increased 49 |
Amazon.Com Inc | 25,864 | $84.3M | 1.2% | $146.65 | +11.14% | 14 qtrssince 2018-Q4 | Increased 49 |
State Street Spdr S&P 500 Etf | 178,204 | $80.5M | 1.2% | $340.94 | +24.72% | 14 qtrssince 2018-Q4 | Increased 54 |
VANGUARD INDEX FDS | 278,032 | $80M | 1.1% | $29.55 | +58.22% | 14 qtrssince 2018-Q4 | Increased 49 |
FIRST TR EXCHANGE-TRADED FD | 1.6M | $66.1M | 0.9% | $29.97 | +27.16% | 14 qtrssince 2018-Q4 | Increased 44 |
VANGUARD INDEX FDS | 436,297 | $64.5M | 0.9% | $99.84 | +33.03% | 14 qtrssince 2018-Q4 | Increased 43 |
FIRST TR EXCHANGE-TRADED FD | 1.3M | $62.1M | 0.9% | $42.28 | -1.89% | 14 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 541,923 | $54.9M | 0.8% | $90.88 | +5.25% | 8 qtrssince 2020-Q2 | Increased 48 |
ISHARES TR | 198,259 | $53.2M | 0.8% | $41.90 | +20.06% | 14 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc Cap Stock Cl A | 19,026 | $52.9M | 0.8% | $88.10 | +56.36% | 14 qtrssince 2018-Q4 | Increased 43 |
Ishares Core S&P Scp Etf | 443,915 | $47.9M | 0.7% | $79.16 | +26.99% | 14 qtrssince 2018-Q4 | Decreased 0 |
NVidia Corp | 174,645 | $47.7M | 0.7% | $12.84 | +111.68% | 14 qtrssince 2018-Q4 | Increased 45 |
Tesla Inc | 41,859 | $45.1M | 0.6% | $185.56 | +93.57% | 14 qtrssince 2018-Q4 | Decreased 0 |
FIRST TR EXCHANGE TRADED FD | 904,441 | $44.3M | 0.6% | $39.92 | +13.57% | 11 qtrssince 2019-Q3 | Increased 53 |
Cetera Investment Advisers manages $7B across 1878 positions as of Q1 2022. Top holdings: AAPL (4.5%), SCHD (2.3%), IVV (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 175 new positions, 162 exits, 920 increased. Top move: SCHD (INCREASED, conviction 61). Portfolio: $7.0B across 1878 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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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