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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
QUALIshares Tr
Recent Activity
Increased 8.5%
0.78%
$353.753M
1.973M shares@ $179.3 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 0.72%
0.72%
$329.016M
5.082M shares@ $64.75 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 4.25%
0.65%
$293.874M
638,496 shares@ $460.26 avg price
IVEIshares Tr
Recent Activity
Increased 4.28%
0.64%
$288.912M
1.465M shares@ $197.18 avg price
IEFAIshares Tr
Recent Activity
Increased 1.75%
0.58%
$264.867M
3.394M shares@ $78.06 avg price
COWZPacer Fds Tr
Recent Activity
Increased 5.24%
0.58%
$264.592M
4.575M shares@ $57.84 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.73%
0.56%
$252.238M
440,636 shares@ $572.44 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 12.88%
0.55%
$247.867M
8.293M shares@ $29.89 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.12%
0.53%
$242.022M
4.583M shares@ $52.81 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 17.49%
0.48%
$216.389M
5.938M shares@ $36.45 avg price