Cetera Investment Advisers »

Profesionally Managed Portfo shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Cetera Investment Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Profesionally Managed Portfo by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $636k 25k 25.01

More positions owned by Cetera Investment Advisers

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Cetera Investment Advisers

Top funds holding Profesionally Managed Portfo

Advisor Group Holdings
Envestnet Asset Management
Envestnet Portfolio Solutions
Mml Investors Services
Principal Securities
Branch Banking & Trust Company
National Asset Management
Goldman Sachs Group
Flow Traders US
Jane Street
Kestra Advisory Services
Transamerica Financial Advisors
Essex Savings Bank
Kestra Investment Management
Citadel Advisors

View all funds holding Profesionally Managed Portfo