Cetera Investment Advisers
Institutional investor · Portfolio as of Q4 2022
Top Holdings2,109 positions
ISHARES TR | 981,333 | $377M | 3.5% | $368.35 | -0.83% | 17 qtrssince 2018-Q4 | Increased 92 |
VANGUARD INDEX FDS | 1.3M | $255.4M | 2.4% | $181.07 | +0.46% | 17 qtrssince 2018-Q4 | Increased 85 |
APPLE INC | 1.9M | $249.5M | 2.3% | $121.21 | +5.32% | 17 qtrssince 2018-Q4 | Decreased 0 |
| 2.8M | $211.3M | 2.0% | — | — | 17 qtrssince 2018-Q4 | Increased 75 | |
SCHWAB STRATEGIC TR | 2.4M | $183.6M | 1.7% | $19.85 | +10.73% | 9 qtrssince 2020-Q4 | Increased 50 |
VANGUARD BD INDEX FDS | 2.3M | $163.1M | 1.5% | $65.04 | -3.00% | 17 qtrssince 2018-Q4 | Increased 77 |
VANGUARD STAR FDS | 3M | $156.1M | 1.4% | $47.25 | -1.64% | 17 qtrssince 2018-Q4 | Increased 77 |
ISHARES TR | 3.4M | $153.7M | 1.4% | $39.32 | -0.86% | 11 qtrssince 2020-Q2 | Increased 77 |
ISHARES TR | 1.6M | $152M | 1.4% | $87.03 | -2.28% | 17 qtrssince 2018-Q4 | Increased 77 |
ISHARES TR | 1.7M | $144.8M | 1.3% | $83.41 | -2.97% | 11 qtrssince 2020-Q2 | Increased 77 |
FIRST TR EXCHANGE-TRADED FD | 1.8M | $134.5M | 1.2% | $64.19 | +11.19% | 17 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 516,332 | $123.8M | 1.1% | $217.60 | +6.96% | 17 qtrssince 2018-Q4 | Increased 71 |
J P MORGAN EXCHANGE TRADED F | 2.3M | $113.3M | 1.1% | $42.08 | +0.76% | 14 qtrssince 2019-Q3 | Increased 65 |
SPDR SERIES TRUST | 1.2M | $108.8M | 1.0% | $77.08 | +0.44% | 9 qtrssince 2020-Q4 | Increased 76 |
VANGUARD INDEX FDS | 765,865 | $107.5M | 1.0% | $111.57 | +15.41% | 17 qtrssince 2018-Q4 | Increased 61 |
VANGUARD INDEX FDS | 477,573 | $101.8M | 0.9% | $31.80 | +9.55% | 17 qtrssince 2018-Q4 | Increased 60 |
INVESCO QQQ TR | 370,697 | $98.7M | 0.9% | $264.30 | -1.04% | 17 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD CHARLOTTE FDS | 2M | $96.6M | 0.9% | $41.60 | -1.64% | 17 qtrssince 2018-Q4 | Increased 68 |
iShares National Muni Bond | 839,986 | $88.6M | 0.8% | $96.16 | -1.45% | 17 qtrssince 2018-Q4 | Increased 63 |
VANGUARD TAX-MANAGED FDS | 2.1M | $88.5M | 0.8% | $37.75 | -0.29% | 17 qtrssince 2018-Q4 | Increased 68 |
Cetera Investment Advisers manages $10.8B across 2109 positions as of Q4 2022. Top holdings: IVV (3.5%), VTI (2.4%), AAPL (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 444 new positions, 87 exits, 1266 increased. Top move: IVV (INCREASED, conviction 92). Portfolio: $10.8B across 2109 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR