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Cetera Investment Advisers

Portfolio Manager
Cetera Investment Advisers
Performance
+1.65% (2025 Q4)
AUM (13F)
$94.00B
# of Holdings
4674
Performance Rank
Allocation (Top 20)
24.72%

Cetera Investment Advisers Holdings Map

Top 50 Cetera Investment Advisers Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
2.96%4.26M$2.78B
+5.30%(+214.42K)
2025-Q1: 2.17M shares2025-Q2: 1.85M shares2025-Q3: 3.91M shares2025-Q4: 4.05M shares2026-Q1: 4.26M shares
$563.91(+33.28%)
2026-03-31
AAPL
APPLE INC
1.9%7.05M$1.79B
+1.61%(+112.02K)
2025-Q1: 5.42M shares2025-Q2: 5.43M shares2025-Q3: 6.74M shares2025-Q4: 6.94M shares2026-Q1: 7.05M shares
$183.89(+62.16%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.78%9.62M$1.68B
+0.25%(+23.85K)
2025-Q1: 7.28M shares2025-Q2: 7.48M shares2025-Q3: 9.31M shares2025-Q4: 9.59M shares2026-Q1: 9.62M shares
$85.10(+177.01%)
2026-03-31
VTV
VANGUARD INDEX FDS
1.62%7.74M$1.52B
+3.99%(+296.98K)
2025-Q1: 2.45M shares2025-Q2: 3.14M shares2025-Q3: 7.34M shares2025-Q4: 7.44M shares2026-Q1: 7.74M shares
$169.82(+23.08%)
2026-03-31
AGG
ISHARES TR
1.61%15.25M$1.51B
-1.14%(-175.81K)
2025-Q1: 5.22M shares2025-Q2: 5.27M shares2025-Q3: 15.14M shares2025-Q4: 15.43M shares2026-Q1: 15.25M shares
$99.49(-0.85%)
2026-03-31
QQQ
INVESCO QQQ TR
1.39%2.26M$1.31B
+1.57%(+34.89K)
2025-Q1: 1.68M shares2025-Q2: 1.70M shares2025-Q3: 2.21M shares2025-Q4: 2.23M shares2026-Q1: 2.26M shares
$433.39(+66.08%)
2026-03-31
VOO
VANGUARD INDEX FDS
1.27%2.00M$1.20B
+3.21%(+62.15K)
2025-Q1: 1.45M shares2025-Q2: 1.57M shares2025-Q3: 1.85M shares2025-Q4: 1.94M shares2026-Q1: 2.00M shares
$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)
2025-Q1: 1.32M shares2025-Q2: 1.33M shares2025-Q3: 1.76M shares2025-Q4: 1.83M shares2026-Q1: 1.81M shares
$529.76(+41.23%)
2026-03-31
VTI
VANGUARD INDEX FDS
1.15%3.36M$1.08B
+3.45%(+112.35K)
2025-Q1: 2.31M shares2025-Q2: 2.90M shares2025-Q3: 3.23M shares2025-Q4: 3.25M shares2026-Q1: 3.36M shares
$243.93(+50.62%)
2026-03-31
MSFT
MICROSOFT CORP
1.13%2.88M$1.07B
+4.51%(+124.32K)
2025-Q1: 2.07M shares2025-Q2: 2.13M shares2025-Q3: 2.65M shares2025-Q4: 2.75M shares2026-Q1: 2.88M shares
$392.51(+4.31%)
2026-03-31

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