Cetera Investment Advisers
RIA/Wealth
Cetera Investment Advisers is a RIA/Wealth based in Schaumburg, IL led by Joseph Daniel Neary, reporting $163.79B in AUM as of Q3 2025 with 66% ETF concentration.
CEOJoseph Daniel Neary
- Portfolio Value
- $85.4B
- Positions
- 4,346
- Top Holding
- IVV at 3.06%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cetera Investment Advisers's portfolio (17.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $2.6B | 3.06% | +$1.4B Bought | — 3.9M shares | |
Semiconductors Technology | $1.7B | 2.03% | +$341.3M Bought | 0.04% 9.3M shares | |
Consumer Electronics Technology | $1.7B | 2.01% | +$334.3M Bought | 0.05% 6.7M shares | |
ETF ETF | $1.5B | 1.78% | +$989.4M Bought | — 15.1M shares | |
Software - Infrastructure Technology | $1.4B | 1.61% | +$267.8M Bought | 0.04% 2.6M shares | |
ETF ETF | $1.4B | 1.60% | +$783.4M Bought | — 7.3M shares | |
ETF ETF | $1.3B | 1.55% | +$307.4M Bought | — 2.2M shares | |
ETF ETF | $1.3B | 1.49% | +$1.2B Bought | — 10.5M shares | |
ETF ETF | $1.2B | 1.37% | +$289.0M Bought | — 1.8M shares | |
ETF ETF | $1.1B | 1.33% | +$173.2M Bought | — 1.8M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cetera Investment Advisers's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Analytics
Portfolio insights and performance metrics for Cetera Investment Advisers
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