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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
AAPLApple Inc
Recent Activity
Decreased -0.48%
2.65%
$1.21B
5.192M shares@ $233.0 avg price
IVVIshares Tr
Recent Activity
Decreased -4.95%
2.57%
$1.172B
2.031M shares@ $576.82 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.09%
1.84%
$836.874M
1.945M shares@ $430.31 avg price
NVDANvidia Corporation
Recent Activity
Increased 2.74%
1.82%
$827.955M
6.828M shares@ $121.26 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.54%
1.64%
$747.308M
1.306M shares@ $572.43 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.49%
1.47%
$670.466M
1.271M shares@ $527.67 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -6.11%
1.38%
$628.951M
2.221M shares@ $283.16 avg price
AGGIshares Tr
Recent Activity
Increased 43.44%
1.21%
$550.008M
5.431M shares@ $101.28 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.36%
1.18%
$537.969M
2.888M shares@ $186.28 avg price
IUSBIshares Tr
Recent Activity
Increased 20.18%
1.12%
$507.591M
10.772M shares@ $47.12 avg price