Cetera Investment Advisers
Institutional investor · Portfolio as of Q2 2024
Top Holdings3,724 positions
ISHARES TR | 2.1M | $1.2B | 2.7% | $445.20 | +19.48% | 23 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 5.2M | $1.1B | 2.5% | $156.23 | +33.54% | 23 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 1.9M | $851.4M | 2.0% | $359.18 | +22.28% | 23 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 6.6M | $820.9M | 1.9% | $64.84 | +90.01% | 23 qtrssince 2018-Q4 | Increased 81 |
INVESCO QQQ TR | 1.6M | $788M | 1.8% | $393.70 | +20.71% | 23 qtrssince 2018-Q4 | Increased 51 |
SPDR S&P 500 ETF TR | 1.3M | $704.1M | 1.6% | $488.61 | +8.54% | 23 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 2.4M | $632.9M | 1.5% | $214.54 | +21.38% | 23 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.3M | $626.2M | 1.4% | $437.18 | +11.33% | 23 qtrssince 2018-Q4 | Increased 51 |
AMAZON COM INC | 2.8M | $550.6M | 1.3% | $168.28 | +14.84% | 23 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.3M | $482.2M | 1.1% | $76.98 | +17.31% | 23 qtrssince 2018-Q4 | Increased 50 |
ISHARES CORE TOTAL BOND ETF | 9M | $405.3M | 0.9% | $40.51 | +1.97% | 17 qtrssince 2020-Q2 | Increased 46 |
VANGUARD INDEX FDS | 1M | $389M | 0.9% | $45.75 | +34.88% | 23 qtrssince 2018-Q4 | Increased 44 |
ISHARES TR | 3.8M | $367.6M | 0.8% | $88.32 | +1.02% | 23 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 2.3M | $361.2M | 0.8% | $139.96 | +9.28% | 23 qtrssince 2018-Q4 | Increased 45 |
VANGUARD BD INDEX FD INC | 4.9M | $354.2M | 0.8% | $65.69 | +0.89% | 23 qtrssince 2018-Q4 | Increased 45 |
ISHARES MSCI USA QUALITY FACTOR ETF | 1.8M | $310.5M | 0.7% | $145.22 | +15.02% | 19 qtrssince 2019-Q4 | Increased 47 |
ISHARES TR | 3.3M | $307.3M | 0.7% | $80.10 | +14.39% | 23 qtrssince 2018-Q4 | Increased 55 |
VANGUARD STAR FD | 5M | $304.3M | 0.7% | $50.88 | +11.42% | 23 qtrssince 2018-Q4 | Increased 43 |
SPDR SERIES TRUST | 3.2M | $289.2M | 0.7% | $81.21 | +2.64% | 15 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 1.4M | $262.9M | 0.6% | $127.62 | +41.55% | 23 qtrssince 2018-Q4 | Decreased 0 |
Cetera Investment Advisers manages $43.4B across 3724 positions as of Q2 2024. Top holdings: IVV (2.7%), AAPL (2.5%), MSFT (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 195 new positions, 170 exits, 1771 increased. Top move: NVDA (INCREASED, conviction 81). Portfolio: $43.4B across 3724 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR