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Kristy Haley

@Cetera Investment Advisers

Latest period2024 - Q3ReportedManaged Assets$45.714BTotal holdings3683
Assets growth rate5.28%Assets growth rate (2-Q avg)3.85%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cetera Investment Advisers's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3683 positions.

Assets under management

The assets under management (AUM) of Cetera Investment Advisers over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 45.714B in assets, with a quarterly growth rate of 5.28% and a 2-quarter average growth rate of 3.85%. The portfolio is managed by Kristy Haley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
Exited
0%
$787.966M
1.645M shares@ $479.12 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$128.314M
1.527M shares@ $84.05 avg price
XHLFBondbloxx Etf Trust
Recent Activity
Exited
0%
$121.158M
2.41M shares@ $50.29 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$36.245M
46,035 shares@ $787.34 avg price
RTXRtx Corporation
Recent Activity
Exited
0%
$35.164M
350,274 shares@ $100.4 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$30.224M
28,382 shares@ $1064.91 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$28.123M
34,324 shares@ $819.35 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$22.603M
152,681 shares@ $148.05 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Exited
0%
$19.842M
1.143M shares@ $17.37 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$16.917M
82,548 shares@ $204.95 avg price