Cetera Investment Advisers
Annual return '25
+54.1%
SPY '25
+17.7%
Alpha
+36.3ptsvs SPY
Invested
$94B
Holdings
4,670
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2025: Exited (was 2.09M shares)
3.0%
02
$AAPL
APPLE INC
Q1 2026: New position (82.5k shares)
1.9%
03
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
1.8%
04
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
1.6%
05
$AGG
ISHARES TR
Q1 2025: Exited (was 4.83M shares)
1.6%
06
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
1.4%
07
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
1.3%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
1.3%
09
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
1.1%
10
$MSFT
MICROSOFT CORP
Q1 2026: Increased +5.0% (592.0k → 621.8k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 05:00 UTC.