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Cetera Advisor Networks Portfolio holdings

AUM $20.2B
1-Year Est. Return 22.31%
This Fund
S&P 500
This Quarter Est. Return
+5.84%
1 Year Est. Return
+22.31%
3 Year Est. Return
+28.92%
5 Year Est. Return
+81.68%
10 Year Est. Return
+158.85%
AUM
$4.71B
AUM Growth
+$395M
Cap. Flow
+$182M
Cap. Flow %
3.86%
Top 10 Hldgs %
19.11%
Holding
1,580
New
232
Increased
708
Reduced
467
Closed
105

Sector Composition

Rank Sector Weight
1 Technology 7.7%
2 Consumer Discretionary 4.04%
3 Financials 3.62%
4 Healthcare 3.49%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMCR icon
1351
Amcor
AMCR
$20.6B
$207K ﹤0.01%
+3,548
New +$202K
CLM icon
1352
Cornerstone Strategic Value Fund
CLM
$2.17B
$207K ﹤0.01%
15,579
+1,296
+9% +$16.5K
DOC icon
1353
Healthpeak Properties
DOC
$15.4B
$207K ﹤0.01%
+6,516
New +$198K
LBRDK icon
1354
Liberty Broadband Class C
LBRDK
$4.15B
$207K ﹤0.01%
1,376
+22
+2% +$3.33K
PBA icon
1355
Pembina Pipeline
PBA
$29.9B
$207K ﹤0.01%
+7,182
New +$200K
SANM icon
1356
Sanmina
SANM
$11.2B
$207K ﹤0.01%
+5,000
New +$182K
TRTN
1357
DELISTED
Triton International Limited
TRTN
$207K ﹤0.01%
+3,767
New +$202K
TMBR
1358
DELISTED
Timber Pharmaceuticals, Inc.
TMBR
$207K ﹤0.01%
+2,043
New +$176K
FLR icon
1359
Fluor
FLR
$7.29B
$206K ﹤0.01%
+8,917
New +$173K
FXI icon
1360
iShares China Large-Cap ETF
FXI
$4.31B
$206K ﹤0.01%
+4,425
New +$220K
SPXZ
1361
DELISTED
Morgan Creek Exos SPAC Originated ETF
SPXZ
$206K ﹤0.01%
+9,800
New +$237K
BMRN icon
1362
BioMarin Pharmaceuticals
BMRN
$11.5B
$204K ﹤0.01%
+2,696
New +$220K
BRO icon
1363
Brown & Brown
BRO
$22.9B
$204K ﹤0.01%
+4,454
New +$204K
KARS icon
1364
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$75.6M
$204K ﹤0.01%
+4,813
New +$212K
IYE icon
1365
iShares US Energy ETF
IYE
$1.74B
$203K ﹤0.01%
+7,753
New +$191K
LEA icon
1366
Lear
LEA
$7.19B
$203K ﹤0.01%
+1,120
New +$189K
RNG icon
1367
RingCentral
RNG
$4.05B
$203K ﹤0.01%
681
-186
-21% -$68.4K
INFO
1368
DELISTED
IHS Markit Ltd. Common Shares
INFO
$203K ﹤0.01%
+2,093
New +$191K
NUSC icon
1369
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
$202K ﹤0.01%
+4,700
New +$198K
ROP icon
1370
Roper Technologies
ROP
$36.3B
$202K ﹤0.01%
+500
New +$201K
CASS icon
1371
Cass Information Systems
CASS
$698M
$201K ﹤0.01%
+4,351
New +$189K
CDNS icon
1372
Cadence Design Systems
CDNS
$90B
$201K ﹤0.01%
1,465
-4,759
-76% -$639K
FVC icon
1373
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$104M
$201K ﹤0.01%
+5,865
New +$194K
SIMS icon
1374
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$8.3M
$201K ﹤0.01%
+4,413
New +$199K
EWC icon
1375
iShares MSCI Canada ETF
EWC
$6.04B
$200K ﹤0.01%
+5,864
New +$192K

Similar funds

Cetera Advisor Networks's Q1 2021 Portfolio in Review

As of Q1 2021, Cetera Advisor Networks held 1,580 positions worth $4.71B, up 9.2% from $4.32B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Cetera Advisor Networks deployed $182M of net new capital in Q1 2021, opening 232 new positions and adding to 708 existing holdings. Its largest new stake was Global X Adaptive US Risk Management ETF: 1,140,431 shares worth $29.6M.

By sector, the portfolio is most concentrated in Technology at 7.7% of assets, down from 8.1% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $33.5M trimmed.

  • Cetera Advisor Networks's largest Q1 2021 buy was Global X Adaptive US Risk Management ETF: 1,140,431 shares worth $29.6M.
  • Cetera Advisor Networks added most to iShares US Treasury Bond ETF in Q1 2021, an estimated $38M increase.
  • Cetera Advisor Networks's biggest Q1 2021 reduction was Vanguard S&P 500 ETF, cutting an estimated $33.5M.
  • Cetera Advisor Networks fully exited State Street Blackstone Senior Loan ETF in Q1 2021, selling an estimated $1.48M.
  • Cetera Advisor Networks's ten largest holdings make up 19% of its $4.71B portfolio in Q1 2021.
  • Cetera Advisor Networks opened 232 new positions and closed 105 in Q1 2021.
  • Cetera Advisor Networks's portfolio value rose 9.2% quarter-over-quarter to $4.71B.

Based on Cetera Advisor Networks's 13F filing for Q1 2021, filed 17 May 2021.