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
2026
$314K ﹤0.01%
8,227
+964
2027
$314K ﹤0.01%
28,589
-1,049
2028
$314K ﹤0.01%
24,384
+284
2029
$313K ﹤0.01%
+8,406
2030
$313K ﹤0.01%
11,990
+3,910
2031
$311K ﹤0.01%
6,181
-722
2032
$311K ﹤0.01%
4,684
-4,491
2033
$310K ﹤0.01%
1,759
+50
2034
$309K ﹤0.01%
4,307
+405
2035
$309K ﹤0.01%
18,149
-548
2036
$307K ﹤0.01%
2,307
-147
2037
$307K ﹤0.01%
+9,168
2038
$306K ﹤0.01%
5,328
+210
2039
$306K ﹤0.01%
13,469
+602
2040
$306K ﹤0.01%
2,519
-369
2041
$306K ﹤0.01%
31,461
-381
2042
$305K ﹤0.01%
1,523
+349
2043
$305K ﹤0.01%
3,741
+100
2044
$305K ﹤0.01%
10,698
+146
2045
$304K ﹤0.01%
52,610
+544
2046
$304K ﹤0.01%
2,084
+105
2047
$304K ﹤0.01%
848
+21
2048
$303K ﹤0.01%
6,948
+148
2049
$302K ﹤0.01%
11,550
-1,198
2050
$302K ﹤0.01%
6,914
-3,622
80 81
82
83 84