How many stocks does Cetera Investment Advisers own?

As of Q4 2018, Cetera Investment Advisers holds 455 positions in their 13F portfolio.

What is Cetera Investment Advisers's largest holding?

VUG at 3.1% of portfolio, worth $18.7M.

What is Cetera Investment Advisers's total portfolio value?

$612.7M as of Q4 2018, tracked across 455 holdings.

Is Cetera Investment Advisers a hedge fund?

Cetera Investment Advisers is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Cetera Investment Advisers report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Cetera Investment Advisers's portfolio changed in Q4 2018?

View Cetera Investment Advisers's latest portfolio changes, new positions, and exits for Q4 2018 on HoldingsIntel.

What is Cetera Investment Advisers's investment strategy?

Cetera Investment Advisers is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Cetera Investment Advisers

Institutional investor · Portfolio as of Q4 2018

Top Holdings455 positions

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Activity:

				Price Trend
VUG ETF VANGUARD INDEX FDS	139,500	$18.7M	3.1%	—	$21.30	0.00%	1 qtr	First report 0
IWF ETF ISHARES TR	132,060	$17.3M	2.8%	—	$31.05	0.00%	1 qtr	First report 0
SPY Unit STATE STR SPDR S&P 500 ETF T	58,538	$14.6M	2.4%	—	$223.02	0.00%	1 qtr	First report 0
QQQ Unit INVESCO QQQ TR	92,797	$14.3M	2.3%	—	$146.40	0.00%	1 qtr	First report 0
SDY ETF SPDR SERIES TRUST	140,229	$12.5M	2.0%	—	$73.04	0.00%	1 qtr	First report 0
IJR ETF ISHARES TR	158,327	$11M	1.8%	—	$61.59	0.00%	1 qtr	First report 0
AAPL APPLE INC	64,138	$10.1M	1.7%	—	$37.39	0.00%	1 qtr	First report 0
IWD ETF ISHARES TR	90,943	$10.1M	1.6%	—	$94.77	0.00%	1 qtr	First report 0
IWR ETF ISHARES TR	212,679	$9.9M	1.6%	—	$41.69	0.00%	1 qtr	First report 0
VTV ETF VANGUARD INDEX FDS	92,217	$9M	1.5%	—	$80.83	0.00%	1 qtr	First report 0
AGG ETF ISHARES TR	77,347	$8.2M	1.3%	—	$85.39	0.00%	1 qtr	First report 0
IEFA ETF ISHARES TR	133,218	$7.3M	1.2%	—	$44.14	0.00%	1 qtr	First report 0
FVD ETF FIRST TR EXCHANGE-TRADED FD	241,462	$7M	1.1%	—	$24.36	0.00%	1 qtr	First report 0
AMZN AMAZON COM INC	4,238	$6.4M	1.0%	—	$75.10	0.00%	1 qtr	First report 0
T AT&T INC	214,048	$6.1M	1.0%	—	$12.42	0.00%	1 qtr	First report 0
VNQ ETF VANGUARD INDEX FDS	80,007	$6M	1.0%	—	$56.26	0.00%	1 qtr	First report 0
MSFT MICROSOFT CORP	58,631	$5.9M	1.0%	—	$94.43	0.00%	1 qtr	First report 0
VO ETF VANGUARD INDEX FDS	42,262	$5.8M	1.0%	—	$30.78	0.00%	1 qtr	First report 0
VTI ETF VANGUARD INDEX FDS	39,595	$5.1M	0.8%	—	$113.68	0.00%	1 qtr	First report 0
DVY ETF ISHARES TR	54,550	$4.9M	0.8%	—	$67.22	0.00%	1 qtr	First report 0

$612.7M

AUM

455

Positions

Q4 2018

Filing

HI score · 3.5/5

Quarterly 13F Value Change

Not enough history yet

Activity profile

Q4'18

First report: nothing earlier to compare

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

<1Q100%1-4Q0%1-2Y0%2Y+0%

Q4 2018 Summary

First quarter we have for this fund: 455 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $613M across 455 positions.

Portfolio Allocation

Top holdings by portfolio weight

VUG3.06%

IWF2.82%

SPY2.38%

QQQ2.34%

SDY2.05%

IJR1.79%

AAPL1.65%

IWD1.65%

IWR1.61%

VTV1.48%