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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
JAJLInnovator Etfs Trust
Recent Activity
New Position
0.01%
$2.172M
81,398 shares@ $26.69 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.01%
$2.07M
79,308 shares@ $26.11 avg price
FLSPFranklin Templeton Etf Tr
Recent Activity
New Position
0.01%
$2.015M
83,647 shares@ $24.09 avg price
QCJLFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$1.997M
97,649 shares@ $20.45 avg price
XPROExpro Group Holdings Nv
Recent Activity
New Position
0.01%
$1.842M
107,279 shares@ $17.17 avg price
ZALTInnovator Etfs Trust
Recent Activity
New Position
0.01%
$1.787M
61,104 shares@ $29.25 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.01%
$1.776M
8,941 shares@ $198.59 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
New Position
0.01%
$1.749M
31,504 shares@ $55.53 avg price
TDVIFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.01%
$1.517M
60,687 shares@ $24.99 avg price
FLJHFranklin Templeton Etf Tr
Recent Activity
New Position
0.01%
$1.502M
49,190 shares@ $30.54 avg price