Cetera Advisor Networks’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Cetera Advisor Networks’s Portfolio ARDC Stock Details ARDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$334K	Buy	23,439 +375	+2%	+$5.16K	﹤0.01%	2211
2023 Q4	$317K	Buy	23,064 +6,490	+39%	+$82.7K	﹤0.01%	2207
2023 Q3	$214K	Sell	16,574 -2,447	-13%	-$30.9K	﹤0.01%	2384
2023 Q2	$235K	Buy	19,021 +2,862	+18%	+$34.3K	﹤0.01%	2240
2023 Q1	$193K	Sell	16,159 -190	-1%	-$2.33K	﹤0.01%	2334
2022 Q4	$189K	Buy	+16,349	New	+$193K	﹤0.01%	2277
2020 Q3	–	Sell	-763	Closed	-$9K	–	1320
2020 Q2	$9K	Buy	+763	New	+$8.58K	﹤0.01%	2742

Other funds holding ARDC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cetera Advisor Networks's ARDC Position: Q1 2024 in Review

Cetera Advisor Networks increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 1.6% in Q1 2024, buying an estimated $5.16K and bringing the position to 23,439 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Cetera Advisor Networks first reported a position in ARDC in Q2 2020 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold ARDC as of Q1 2024.

Cetera Advisor Networks held 23,439 shares of Are Dynamic Credit Allocation Fund worth $334K as of Q1 2024.
Cetera Advisor Networks bought 375 Are Dynamic Credit Allocation Fund shares in Q1 2024, an estimated $5.16K.
Are Dynamic Credit Allocation Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2211 holding.
Cetera Advisor Networks first reported a position in Are Dynamic Credit Allocation Fund in Q2 2020 and has held it in 7 quarters since.
48 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.