CAN
Cetera Advisor Networks Portfolio holdings
AUM
$20.2B
1-Year Return
22.33%
This Quarter Return
+3.32%
1 Year Return
+22.33%
3 Year Return
+28.94%
5 Year Return
+81.7%
10 Year Return
+158.91%
AUM
$1.41B
AUM Growth
-$54.9M
(-3.7%)
Cap. Flow
-$86.6M
Cap. Flow
% of AUM
-6.12%
Top 10 Holdings %
Top 10 Hldgs %
19.1%
Holding
915
New
94
Increased
354
Reduced
339
Closed
97
Top Buys
| 1 |
Invesco S&P 500 Downside Hedged ETF
PHDG
|
+$8.22M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$6.79M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.35M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$5.73M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$5.43M |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$24.8M |
| 2 |
Realty Income
O
|
+$18.3M |
| 3 |
Exxon Mobil
XOM
|
+$10.9M |
| 4 |
Johnson & Johnson
JNJ
|
+$6.91M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$6.01M |
Sector Composition
| 1 | Technology | 7% |
| 2 | Energy | 6.71% |
| 3 | Financials | 6.28% |
| 4 | Healthcare | 5.75% |
| 5 | Industrials | 4.75% |
