CAN
Cetera Advisor Networks Portfolio holdings
AUM
$20.2B
1-Year Return
22.33%
This Quarter Return
+3.44%
1 Year Return
+22.33%
3 Year Return
+28.94%
5 Year Return
+81.7%
10 Year Return
+158.91%
AUM
$1.72B
AUM Growth
+$114M
(+7.1%)
Cap. Flow
+$65.9M
Cap. Flow
% of AUM
3.83%
Top 10 Holdings %
Top 10 Hldgs %
19.79%
Holding
886
New
65
Increased
349
Reduced
366
Closed
54
Top Buys
Top Sells
| 1 |
Realty Income
O
|
$11M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.6M |
| 3 |
Microsoft
MSFT
|
$2.99M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.54M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.54M |
Sector Composition
| 1 | Energy | 5.48% |
| 2 | Technology | 4.87% |
| 3 | Financials | 4.84% |
| 4 | Healthcare | 4.83% |
| 5 | Consumer Staples | 4.36% |