Latest Cetera Investment Advisers Stock Portfolio
Cetera Investment Advisers Performance:
2025 Q3: 5.59%YTD: 10.63%2024: 8.04%
Performance for 2025 Q3 is 5.59%, and YTD is 10.63%, and 2024 is 8.04%.
About Cetera Investment Advisers and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Cetera Investment Advisers reported an equity portfolio of $86 Billions as of 30 Sep, 2025.
The top stock holdings of Cetera Investment Advisers are IJR, NVDA, AAPL. The fund has invested 3% of it's portfolio in ISHARES TR and 2% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off ANSYS INC (ANSS), HESS CORP (HES) and TCW ETF TRUST (NETZ) stocks. They significantly reduced their stock positions in BONDBLOXX ETF TRUST (XHYC), NEXTDECADE CORP (NEXT) and SPINNAKER ETF SERIES (FFIU). Cetera Investment Advisers opened new stock positions in BLACKROCK ETF TRUST (BECO), DIMENSIONAL ETF TRUST (DFAC) and HORIZON FDS. The fund showed a lot of confidence in some stocks as they added substantially to ALPS ETF TR (ACES), INVESCO EXCH TRADED FD TR II (CGW) and FLEXSHARES TR (ASET).
The top stock holdings of Cetera Investment Advisers are IJR, NVDA, AAPL. The fund has invested 3% of it's portfolio in ISHARES TR and 2% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off ANSYS INC (ANSS), HESS CORP (HES) and TCW ETF TRUST (NETZ) stocks. They significantly reduced their stock positions in BONDBLOXX ETF TRUST (XHYC), NEXTDECADE CORP (NEXT) and SPINNAKER ETF SERIES (FFIU). Cetera Investment Advisers opened new stock positions in BLACKROCK ETF TRUST (BECO), DIMENSIONAL ETF TRUST (DFAC) and HORIZON FDS. The fund showed a lot of confidence in some stocks as they added substantially to ALPS ETF TR (ACES), INVESCO EXCH TRADED FD TR II (CGW) and FLEXSHARES TR (ASET).
Cetera Investment Advisers Annual Return Estimates Vs S&P 500
Our best estimate is that Cetera Investment Advisers made a return of 5.59% in the last quarter. In trailing 12 months, it's portfolio return was 8.32%.
New Buys
| Ticker | $ Bought |
|---|---|
| blackrock etf trust | 88,098,200 |
| dimensional etf trust | 66,542,500 |
| dimensional etf trust | 66,356,000 |
| blackrock etf trust | 61,222,700 |
| horizon fds | 36,828,100 |
New stocks bought by Cetera Investment Advisers
Additions
| Ticker | % Inc. |
|---|---|
| alps etf tr | 4,039 |
| invesco exch traded fd tr ii | 1,753 |
| vanguard scottsdale fds | 1,492 |
| capital grp fixed incm etf t | 1,475 |
| etf ser solutions | 1,030 |
| american centy etf tr | 837 |
| alps etf tr | 623 |
| dimensional etf trust | 597 |
Additions to existing portfolio by Cetera Investment Advisers
Reductions
| Ticker | % Reduced |
|---|---|
| invesco exchange traded fd t | -53.92 |
| j p morgan exchange traded f | -47.31 |
| vanguard scottsdale fds | -47.26 |
| select sector spdr tr | -29.12 |
| ishares tr | -27.15 |
| ishares tr | -24.58 |
| ishares inc | -22.52 |
| invesco exch traded fd tr ii | -19.48 |
Cetera Investment Advisers reduced stake in above stock
Sold off
Sector Distribution
Cetera Investment Advisers has about 70.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 70.5 |
| Technology | 10.1 |
| Financial Services | 3.1 |
| Consumer Cyclical | 3.1 |
| Industrials | 2.7 |
| Healthcare | 2.5 |
| Communication Services | 2.3 |
| Consumer Defensive | 1.7 |
| Utilities | 1.5 |
| Energy | 1.3 |
Market Cap. Distribution
Cetera Investment Advisers has about 26.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 70.5 |
| MEGA-CAP | 14.1 |
| LARGE-CAP | 12.4 |
| MID-CAP | 1.8 |
Stocks belong to which Index?
About 26.7% of the stocks held by Cetera Investment Advisers either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 73.2 |
| S&P 500 | 24.5 |
| RUSSELL 2000 | 2.2 |
Cetera Investment Advisers Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Cetera Investment Advisers
Cetera Investment Advisers has 4445 stocks in it's portfolio. About 17.7% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Cetera Investment Advisers last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.00 | 6,744,630 | 1,717,390,000 | added | 24.17 | ||
| AAXJ | ishares tr | 0.32 | 2,610,860 | 278,030,000 | added | 61.06 | ||
| AAXJ | ishares tr | 0.32 | 3,999,050 | 271,255,000 | added | 3.64 | ||
| AAXJ | ishares tr | 0.28 | 2,370,460 | 244,134,000 | added | 39.85 | ||
| AAXJ | ishares tr | 0.22 | 2,019,950 | 192,198,000 | added | 8.03 | ||
| AAXJ | ishares tr | 0.15 | 601,819 | 125,937,000 | added | 136 | ||
| AAXJ | ishares tr | 0.13 | 991,983 | 112,967,000 | reduced | -24.58 | ||
| AAXJ | ishares tr | 0.11 | 868,428 | 95,952,700 | added | 19.76 | ||
| AAXJ | ishares tr | 0.11 | 762,330 | 91,106,200 | added | 18.05 | ||
| AAXJ | ishares tr | 0.10 | 1,012,170 | 82,178,100 | added | 20.09 | ||
| AAXJ | ishares tr | 0.09 | 1,038,780 | 79,695,300 | added | 278 | ||
| AAXJ | ishares tr | 0.08 | 745,943 | 71,006,400 | added | 27.58 | ||
| AAXJ | ishares tr | 0.08 | 851,984 | 70,484,600 | added | 156 | ||
| AAXJ | ishares tr | 0.07 | 1,093,440 | 57,984,900 | added | 21.89 | ||
| AAXJ | ishares tr | 0.07 | 1,806,660 | 57,126,700 | added | 25.1 | ||
| AAXJ | ishares tr | 0.06 | 930,518 | 48,591,700 | added | 12.81 | ||
| AAXJ | ishares tr | 0.05 | 1,277,360 | 46,687,600 | added | 137 | ||
| AAXJ | ishares tr | 0.05 | 858,787 | 46,451,800 | added | 22.05 | ||
| ABBV | abbvie inc | 0.25 | 925,350 | 214,256,000 | added | 35.82 | ||
| ABT | abbott labs | 0.09 | 584,862 | 78,336,400 | added | 43.05 | ||