CAN
Cetera Advisor Networks Portfolio holdings
AUM
$20.2B
1-Year Return
22.33%
This Quarter Return
+7.3%
1 Year Return
+22.33%
3 Year Return
+28.94%
5 Year Return
+81.7%
10 Year Return
+158.91%
AUM
$1.31B
AUM Growth
+$153M
(+13%)
Cap. Flow
+$76.2M
Cap. Flow
% of AUM
5.82%
Top 10 Holdings %
Top 10 Hldgs %
21.13%
Holding
806
New
118
Increased
381
Reduced
221
Closed
45
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$6.97M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$6.33M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$5.76M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$5.72M |
| 5 |
Materials Select Sector SPDR Fund
XLB
|
+$5.52M |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
+$10.8M |
| 2 |
iShares Select U.S. REIT ETF
ICF
|
+$5.79M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$4.33M |
| 4 |
Apple
AAPL
|
+$3.49M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$2.99M |
Sector Composition
| 1 | Energy | 8.7% |
| 2 | Technology | 6.92% |
| 3 | Healthcare | 5.95% |
| 4 | Financials | 5.86% |
| 5 | Consumer Staples | 5.84% |
