Top 50 Cetera Investment Advisers Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 2.96% | 4.26M | $2.78B | +5.30%(+214.42K) | $563.91(+33.28%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.9% | 7.05M | $1.79B | +1.61%(+112.02K) | $183.89(+62.16%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.78% | 9.62M | $1.68B | +0.25%(+23.85K) | $85.10(+177.01%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.62% | 7.74M | $1.52B | +3.99%(+296.98K) | $169.82(+23.08%) | 2026-03-31 | |
| AGG | ISHARES TR | 1.61% | 15.25M | $1.51B | -1.14%(-175.81K) | $99.49(-0.85%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.39% | 2.26M | $1.31B | +1.57%(+34.89K) | $433.39(+66.08%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.27% | 2.00M | $1.20B | +3.21%(+62.15K) | $485.88(+41.54%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.25% | 1.81M | $1.18B | -1.09%(-19.88K) | $529.76(+41.23%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.15% | 3.36M | $1.08B | +3.45%(+112.35K) | $243.93(+50.62%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.13% | 2.88M | $1.07B | +4.51%(+124.32K) | $392.51(+4.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.85% | +67.88% |
| Top 20 Holdings Unweighted | +17.46% | +62.07% |
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