CAN
Cetera Advisor Networks Portfolio holdings
AUM
$20.2B
1-Year Return
22.33%
This Quarter Return
+4.97%
1 Year Return
+22.33%
3 Year Return
+28.94%
5 Year Return
+81.7%
10 Year Return
+158.91%
AUM
$1.52B
AUM Growth
+$129M
(+9.3%)
Cap. Flow
+$64.9M
Cap. Flow
% of AUM
4.26%
Top 10 Holdings %
Top 10 Hldgs %
19.35%
Holding
845
New
70
Increased
428
Reduced
252
Closed
46
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$9.36M |
| 2 |
Vanguard Value ETF
VTV
|
$6.96M |
| 3 |
FS KKR Capital
FSK
|
$6.93M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
$6.78M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$5.86M |
Top Sells
| 1 |
First Trust Small Cap Core AlphaDEX Fund
FYX
|
$12.7M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$6.92M |
| 3 |
Invesco QQQ Trust
QQQ
|
$6.6M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.86M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.69M |
Sector Composition
| 1 | Energy | 8.16% |
| 2 | Technology | 6.43% |
| 3 | Financials | 6.09% |
| 4 | Healthcare | 5.6% |
| 5 | Consumer Staples | 5.33% |
