CAN
Cetera Advisor Networks Portfolio holdings
AUM
$20.2B
1-Year Return
22.33%
This Quarter Return
+6.87%
1 Year Return
+22.33%
3 Year Return
+28.94%
5 Year Return
+81.7%
10 Year Return
+158.91%
AUM
$7.09B
AUM Growth
+$2.38B
(+50%)
Cap. Flow
+$2.08B
Cap. Flow
% of AUM
29.4%
Top 10 Holdings %
Top 10 Hldgs %
19.3%
Holding
1,947
New
473
Increased
1,169
Reduced
194
Closed
62
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$136M |
| 2 |
Apple
AAPL
|
$71.9M |
| 3 |
Microsoft
MSFT
|
$57.1M |
| 4 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
$48.5M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$35.4M |
Top Sells
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
$24.1M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$17.1M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$16.2M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$16M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$13.3M |
Sector Composition
| 1 | Technology | 9.1% |
| 2 | Consumer Discretionary | 4.67% |
| 3 | Financials | 4.4% |
| 4 | Healthcare | 4.01% |
| 5 | Industrials | 3.63% |
