Cetera Investment Advisers
Institutional investor · Portfolio as of Q2 2020
Top Holdings612 positions
VANGUARD INDEX FDS | 187,700 | $37.9M | 3.5% | $22.89 | +42.09% | 7 qtrssince 2018-Q4 | Increased 56 |
INVESCO QQQ TR | 124,355 | $30.8M | 2.9% | $161.51 | +45.64% | 7 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 73,958 | $27M | 2.5% | $45.18 | +95.26% | 7 qtrssince 2018-Q4 | Increased 54 |
VANGUARD INDEX FDS | 199,584 | $19.9M | 1.8% | $84.03 | +2.13% | 7 qtrssince 2018-Q4 | Increased 56 |
AMAZON COM INC | 6,047 | $16.7M | 1.5% | $83.83 | +64.55% | 7 qtrssince 2018-Q4 | Increased 47 |
MICROSOFT | 77,453 | $15.8M | 1.5% | $110.64 | +74.51% | 7 qtrssince 2018-Q4 | Increased 49 |
FIRST TR VALUE LINE DIVID IN | 518,857 | $15.7M | 1.5% | $26.19 | +0.52% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 126,870 | $15M | 1.4% | $90.07 | +9.27% | 7 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 217,453 | $14.9M | 1.4% | $61.96 | +0.25% | 7 qtrssince 2018-Q4 | Increased 47 |
SPDR SER TR | 161,511 | $14.7M | 1.4% | $75.15 | +3.22% | 7 qtrssince 2018-Q4 | Decreased 0 |
SPDR S&P 500 ETF TR | 47,651 | $14.7M | 1.4% | $232.86 | +21.65% | 7 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 46,986 | $13.3M | 1.2% | $242.45 | +6.98% | 7 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 64,252 | $12.3M | 1.1% | $31.05 | +48.97% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 196,506 | $11.9M | 1.1% | $53.47 | +2.47% | 7 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 211,204 | $11.3M | 1.0% | $45.71 | +7.81% | 7 qtrssince 2018-Q4 | Increased 57 |
VANGUARD WORLD FD | 67,016 | $11M | 1.0% | $28.10 | +12.83% | 4 qtrssince 2019-Q3 | Increased 47 |
VANECK ETF TR | 270,950 | $9.9M | 0.9% | $20.76 | +59.04% | 7 qtrssince 2018-Q4 | Increased 39 |
VANGUARD STAR FDS | 200,577 | $9.9M | 0.9% | $39.24 | +4.15% | 7 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 85,618 | $9.6M | 0.9% | $95.00 | +5.34% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 71,673 | $9.6M | 0.9% | $102.48 | +4.25% | 7 qtrssince 2018-Q4 | Increased 63 |
Cetera Investment Advisers manages $1.1B across 612 positions as of Q2 2020. Top holdings: VUG (3.5%), QQQ (2.9%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 101 new positions, 31 exits, 301 increased. Top move: LQD (INCREASED, conviction 63). Portfolio: $1.1B across 612 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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