CAN

Cetera Advisor Networks Portfolio holdings

AUM $20.2B
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.84B
AUM Growth
+$87.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,508
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.04M
3
+$6.88M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.83M
5
AMZN icon
Amazon
AMZN
+$5.03M

Top Sells

1
+$19.6M
2
+$14.3M
3
+$11.5M
4
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$10.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.39M

Sector Composition

1 Technology 8.16%
2 Consumer Discretionary 3.98%
3 Healthcare 3.65%
4 Financials 3.25%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-500
2002
– –
-2,675
2003
– –
-18
2004
– –
-1,403
2005
– –
-406
2006
– –
-514
2007
– –
-2,605
2008
– –
-675
2009
– –
-3,351
2010
– –
-736
2011
– –
-4,732
2012
– –
-1,859
2013
– –
-5,278
2014
– –
-700
2015
– –
-2,020
2016
– –
-3,403
2017
– –
-1,300
2018
– –
-9,360
2019
– –
-456
2020
– –
-261
2021
– –
-1,000
2022
– –
-117
2023
– –
-1,039
2024
– –
-320
2025
– –
-248
79 80
81
82 83