Cetera Investment Advisers
Institutional investor · Portfolio as of Q4 2018
Top Holdings455 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | 139,500 | $18.7M | 3.1% | $21.32 | 0.00% | 1 qtr | New 78 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 132,060 | $17.3M | 2.8% | $31.08 | 0.00% | 1 qtr | New 73 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 58,538 | $14.6M | 2.4% | $222.81 | 0.00% | 1 qtr | New 73 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 92,797 | $14.3M | 2.3% | $146.40 | 0.00% | 1 qtr | New 73 |
SPDR S&P DIVIDEND ETF ETF | 140,229 | $12.5M | 2.0% | $73.81 | 0.00% | 1 qtr | New 72 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 158,327 | $11M | 1.8% | $61.72 | 0.00% | 1 qtr | New 63 |
APPLE INC | 64,138 | $10.1M | 1.7% | $37.39 | 0.00% | 1 qtr | New 63 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 90,943 | $10.1M | 1.6% | $94.94 | 0.00% | 1 qtr | New 63 |
ISHARES RUSSELL MIDCAP INDEX FUND | 212,679 | $9.9M | 1.6% | $41.65 | 0.00% | 1 qtr | New 63 |
VANGUARD VALUE ETF | 92,217 | $9M | 1.5% | $81.25 | 0.00% | 1 qtr | New 63 |
ISHARES TR | 77,347 | $8.2M | 1.3% | $85.39 | 0.00% | 1 qtr | New 63 |
ISHARES CORE MSCI EAFE ETF | 133,218 | $7.3M | 1.2% | $44.14 | 0.00% | 1 qtr | New 62 |
FIRST TR EXCHANGE-TRADED FD | 241,462 | $7M | 1.1% | $24.62 | 0.00% | 1 qtr | New 62 |
AMAZON.COM INC | 4,238 | $6.4M | 1.0% | $73.90 | 0.00% | 1 qtr | New 62 |
AT&T INC | 214,048 | $6.1M | 1.0% | $12.82 | 0.00% | 1 qtr | New 53 |
VANGUARD REAL ESTATE ETF ETF | 80,007 | $6M | 1.0% | $57.21 | 0.00% | 1 qtr | New 53 |
MICROSOFT CORP | 58,631 | $5.9M | 1.0% | $93.93 | 0.00% | 1 qtr | New 53 |
VANGUARD MID-CAP ETF | 42,262 | $5.8M | 1.0% | $30.78 | 0.00% | 1 qtr | New 53 |
VANGUARD TOTAL STOCK MARKET VIPERS | 39,595 | $5.1M | 0.8% | $113.57 | 0.00% | 1 qtr | New 53 |
ISHARES DJ SELECT DIVIDEND FD | 54,550 | $4.9M | 0.8% | $68.37 | 0.00% | 1 qtr | New 53 |
Cetera Investment Advisers manages $612.7M across 455 positions as of Q4 2018. Top holdings: VUG (3.1%), IWF (2.8%), SPY (2.4%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 452 new positions, 0 exits, 0 increased. Top move: VUG (NEW, conviction 78). Portfolio: $613M across 455 positions.
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Portfolio allocation by GICS sector
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer