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Kristy Haley

Cetera Investment Advisers

Assets Managed
$94.005B
Holdings
4675
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
2.75%(2Q avg: 4.54%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Cetera Investment Advisers's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 4675 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 94.005B in assets, with a quarterly growth rate of 2.75% and a 2-quarter average growth rate of 4.54%. The portfolio is managed by Kristy Haley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.3%
2.97%
$2.783B
4.261M shares@ $653.21 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.62%
1.91%
$1.79B
7.062M shares@ $253.44 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.25%
1.79%
$1.678B
9.621M shares@ $174.36 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 3.99%
1.62%
$1.519B
7.74M shares@ $196.21 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -1.13%
1.62%
$1.514B
15.252M shares@ $99.27 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 4.04%
1.4%
$1.308B
2.33M shares@ $561.27 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.22%
1.28%
$1.196B
2.001M shares@ $597.53 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.95%
1.26%
$1.178B
1.82M shares@ $647.4 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 3.46%
1.15%
$1.079B
3.365M shares@ $320.81 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.52%
1.14%
$1.066B
2.881M shares@ $369.89 avg price

1-10 of 4675