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
$7.8B
AUM Growth
-$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,236
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$34.5M
3
+$18.2M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$16M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$15.9M

Top Sells

1
+$32.6M
2
+$14.4M
3
+$12.7M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$12.4M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.9M

Sector Composition

1 Technology 8.78%
2 Healthcare 4.65%
3 Financials 4.22%
4 Consumer Discretionary 3.93%
5 Industrials 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$23K ﹤0.01%
1,500
2027
$23K ﹤0.01%
50,050
-8,200
2028
$22K ﹤0.01%
40,000
-600
2029
$21K ﹤0.01%
94,050
2030
$19K ﹤0.01%
1,498
+7
2031
$19K ﹤0.01%
510
2032
$17K ﹤0.01%
+89
2033
$16K ﹤0.01%
10,000
2034
$15K ﹤0.01%
16,163
+4,300
2035
$14K ﹤0.01%
+2,114
2036
$13K ﹤0.01%
13,125
+1,000
2037
$12K ﹤0.01%
224
2038
$11K ﹤0.01%
950
+200
2039
$9K ﹤0.01%
361
-216
2040
$8K ﹤0.01%
+818
2041
$7K ﹤0.01%
11,350
2042
$5K ﹤0.01%
19
2043
$5K ﹤0.01%
16,600
2044
$4K ﹤0.01%
849
-62
2045
– –
0
2046
$3K ﹤0.01%
78
2047
$3K ﹤0.01%
11
-1
2048
$3K ﹤0.01%
+10
2049
$3K ﹤0.01%
58
-5
2050
$3K ﹤0.01%
467
80 81
82
83 84