Cetera Investment Advisers
Institutional investor · Portfolio as of Q3 2020
Top Holdings642 positions
VANGUARD INDEX FDS | 192,250 | $43.8M | 3.6% | $23.22 | +58.08% | 8 qtrssince 2018-Q4 | Increased 55 |
APPLE INC | 302,110 | $35M | 2.9% | $46.58 | +140.97% | 8 qtrssince 2018-Q4 | Increased 80 |
INVESCO QQQ TR | 125,388 | $34.8M | 2.9% | $162.38 | +64.62% | 8 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 209,831 | $21.9M | 1.8% | $84.36 | +7.52% | 8 qtrssince 2018-Q4 | Increased 47 |
FIRST TR EXCHANGE-TRADED FD | 658,277 | $20.7M | 1.7% | $26.47 | +3.85% | 8 qtrssince 2018-Q4 | Increased 56 |
AMAZON COM INC | 6,032 | $19M | 1.6% | $83.83 | +87.80% | 8 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 84,208 | $17.7M | 1.5% | $117.81 | +69.79% | 8 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 147,599 | $17.4M | 1.4% | $91.30 | +8.23% | 8 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 224,533 | $15.8M | 1.3% | $62.03 | +3.41% | 8 qtrssince 2018-Q4 | Increased 46 |
STATE STR SPDR S&P 500 ETF T | 46,992 | $15.7M | 1.3% | $232.86 | +32.64% | 8 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 168,152 | $15.5M | 1.3% | $75.31 | +5.11% | 8 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 226,231 | $14.4M | 1.2% | $54.05 | +7.08% | 8 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 44,964 | $13.8M | 1.1% | $242.45 | +16.62% | 8 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 63,352 | $13.7M | 1.1% | $31.05 | +68.67% | 8 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 224,545 | $12.9M | 1.1% | $46.14 | +14.77% | 8 qtrssince 2018-Q4 | Increased 47 |
VANGUARD WORLD FD | 69,202 | $12.8M | 1.1% | $28.35 | +26.99% | 5 qtrssince 2019-Q3 | Increased 45 |
ISHARES TR | 36,173 | $12.2M | 1.0% | $257.50 | +20.00% | 8 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 85,501 | $11.5M | 0.9% | $103.33 | +4.25% | 8 qtrssince 2018-Q4 | Increased 46 |
VANGUARD STAR FDS | 219,849 | $11.5M | 0.9% | $39.63 | +10.12% | 8 qtrssince 2018-Q4 | Increased 43 |
ISHARES TR | 253,316 | $10.1M | 0.8% | $33.31 | +4.32% | 8 qtrssince 2018-Q4 | Increased 47 |
Cetera Investment Advisers manages $1.2B across 642 positions as of Q3 2020. Top holdings: VUG (3.6%), AAPL (2.9%), QQQ (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 66 new positions, 36 exits, 355 increased. Top move: AAPL (INCREASED, conviction 80). Portfolio: $1.2B across 642 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