How many stocks does Cetera Investment Advisers own?

As of Q4 2020, Cetera Investment Advisers holds 1,568 positions in their 13F portfolio.

What is Cetera Investment Advisers's largest holding?

AAPL at 4.6% of portfolio, worth $234M.

What is Cetera Investment Advisers's total portfolio value?

$5.1B as of Q4 2020, tracked across 1,568 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 2020?

View Cetera Investment Advisers's latest portfolio changes, new positions, and exits for Q4 2020 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 2020

Top Holdings1,568 positions

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Activity:

				Price Trend
AAPL APPLE INC	1.8M	$234M	4.6%	—	$114.73	+12.28%	9 qtrssince 2018-Q4	Increased 91
QQQ Unit INVESCO QQQ TR	356,168	$111.7M	2.2%	—	$253.96	+19.59%	9 qtrssince 2018-Q4	Increased 83
VTI ETF VANGUARD TOTAL STOCK MKT ETF	569,450	$110.8M	2.2%	—	$174.97	+2.79%	9 qtrssince 2018-Q4	Increased 83
AMZN AMAZON.COM INC	22,684	$73.9M	1.5%	—	$141.84	+14.81%	9 qtrssince 2018-Q4	Increased 75
MSFT MICROSOFT CORP	332,087	$73.9M	1.5%	—	$188.17	+12.70%	9 qtrssince 2018-Q4	Increased 75
IVV ETF ISHARES CORE S&P 500 ETF	179,873	$67.5M	1.3%	—	$328.74	+5.46%	9 qtrssince 2018-Q4	Increased 75
VUG ETF VANGUARD GROWTH ETF	242,850	$61.5M	1.2%	—	$26.91	+52.10%	9 qtrssince 2018-Q4	Increased 57
SPY Unit SPDR S&P 500 ETF TRUST	146,737	$54.9M	1.1%	—	$309.97	+11.72%	9 qtrssince 2018-Q4	Increased 75
VXUS ETF VANGUARD TOTAL INTL STOCK	858,087	$51.6M	1.0%	—	$47.95	+5.98%	9 qtrssince 2018-Q4	Increased 75
SCHD ETF SCHWAB US DVD EQUITY ETF	803,360	$51.5M	1.0%	—	$17.49	0.00%	1 qtr	New 67
JPST ETF JPMORGAN ULTRA-SHORT INCOME	955,825	$48.5M	1.0%	—	$41.86	+0.02%	6 qtrssince 2019-Q3	Increased 67
FVD ETF FIRST TRUST VALUE LINE DVD	1.4M	$47.7M	0.9%	—	$28.72	+7.34%	9 qtrssince 2018-Q4	Increased 67
LQD ETF ISHARES IBOXX INVESTMENT GRA	338,308	$46.7M	0.9%	—	$109.34	+1.86%	9 qtrssince 2018-Q4	Increased 66
BND ETF VANGUARD TOTAL BOND MARKET	528,823	$46.6M	0.9%	—	$73.12	+1.19%	9 qtrssince 2018-Q4	Increased 66
AGG ETF ISHARES CORE U.S. AGGREGATE	389,871	$46.1M	0.9%	—	$96.42	+3.23%	9 qtrssince 2018-Q4	Increased 66
IJH ETF ISHARES CORE S&P MIDCAP ETF	177,086	$40.7M	0.8%	—	$40.97	+3.54%	9 qtrssince 2018-Q4	Increased 66
IJR ETF ISHARES CORE S&P SMALL-CAP E	432,907	$39.8M	0.8%	—	$72.68	+15.80%	9 qtrssince 2018-Q4	Increased 65
VTV ETF VANGUARD VALUE ETF	310,478	$36.9M	0.7%	—	$90.70	+14.59%	9 qtrssince 2018-Q4	Increased 56
TSLA TESLA INC	46,434	$32.8M	0.6%	—	$178.21	+31.99%	9 qtrssince 2018-Q4	Increased 66
META META PLATFORMS INC	119,183	$32.6M	0.6%	—	$249.83	+8.30%	9 qtrssince 2018-Q4	Increased 66