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
$15.8B
AUM Growth
+$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,823
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$84.4M
3
+$71.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$54M
5
VTV icon
Vanguard Value ETF
VTV
+$53.9M

Top Sells

1
+$59.3M
2
+$17.7M
3
+$17.6M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$16.6M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$13.8M

Sector Composition

1 Technology 9.32%
2 Financials 4.23%
3 Healthcare 4.12%
4 Consumer Discretionary 3.86%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$366K ﹤0.01%
6,432
+2,171
2002
$365K ﹤0.01%
6,937
+446
2003
$365K ﹤0.01%
+9,803
2004
$364K ﹤0.01%
10,407
-35
2005
$364K ﹤0.01%
5,977
+1,317
2006
$364K ﹤0.01%
+13,266
2007
$362K ﹤0.01%
19,288
+250
2008
$361K ﹤0.01%
24,882
+167
2009
$360K ﹤0.01%
+5,665
2010
$360K ﹤0.01%
5,571
-1,429
2011
$359K ﹤0.01%
3,288
+23
2012
$359K ﹤0.01%
10,566
+324
2013
$358K ﹤0.01%
6,296
+742
2014
$358K ﹤0.01%
44,494
+3,748
2015
$358K ﹤0.01%
4,309
-511
2016
$357K ﹤0.01%
12,504
-521
2017
$356K ﹤0.01%
+5,793
2018
$356K ﹤0.01%
8,952
-467
2019
$354K ﹤0.01%
14,711
+5,346
2020
$353K ﹤0.01%
4,505
+1,908
2021
$353K ﹤0.01%
15,894
-1,393
2022
$352K ﹤0.01%
13,872
+775
2023
$352K ﹤0.01%
+10,105
2024
$352K ﹤0.01%
3,406
+253
2025
$352K ﹤0.01%
2,157
+419
79 80
81
82 83