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Home > Institutional Investor > Cetera Investment Advisers > Profile

Instuitional Investor - Cetera Investment Advisers

Fund Profile
Filing Period:
Fund Name: Cetera Investment Advisers
Portfolio Value $91,495,772,866
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 4,046,475 $2,771,592,061 3.03%
2.
Apple Inc.
 AAPL 6,939,491 $1,886,569,940 2.06%
3.
Nvidia Corp
 NVDA 9,594,693 $1,789,410,315 1.96%
4.
Ishares Trust
 IEF 15,428,160 $1,540,964,609 1.68%
5.
Vanguard Index Fds - VALUE ETF
 7,443,431 $1,421,620,930 1.55%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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