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
$13.6B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,695
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$37.4M
3
+$33.8M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$32.1M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$29M

Top Sells

1
+$33.2M
2
+$32.7M
3
+$18.4M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$17.5M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$16.7M

Sector Composition

1 Technology 8.98%
2 Healthcare 4.52%
3 Financials 4.09%
4 Consumer Discretionary 3.86%
5 Industrials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$326K ﹤0.01%
5,436
-553
2002
$326K ﹤0.01%
2,285
2003
$325K ﹤0.01%
4,043
-363
2004
$325K ﹤0.01%
13,030
+625
2005
$324K ﹤0.01%
+10,983
2006
$324K ﹤0.01%
12,980
+3,487
2007
$323K ﹤0.01%
4,457
+280
2008
$323K ﹤0.01%
7,134
-404
2009
$323K ﹤0.01%
+5,037
2010
$322K ﹤0.01%
5,612
+507
2011
$322K ﹤0.01%
26,045
+13,281
2012
$322K ﹤0.01%
1,868
-27
2013
$321K ﹤0.01%
19,465
-1,098
2014
$321K ﹤0.01%
3,460
-182
2015
$320K ﹤0.01%
33,818
+583
2016
$320K ﹤0.01%
9,067
+2,344
2017
$319K ﹤0.01%
+6,503
2018
$318K ﹤0.01%
11,805
+71
2019
$318K ﹤0.01%
19,722
+375
2020
$318K ﹤0.01%
22,449
+196
2021
$317K ﹤0.01%
1,438
+160
2022
$316K ﹤0.01%
1,501
+177
2023
$316K ﹤0.01%
+9,405
2024
$315K ﹤0.01%
+11,039
2025
$315K ﹤0.01%
33,752
+10,736
79 80
81
82 83