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
2026
$352K ﹤0.01%
13,774
+962
2027
$351K ﹤0.01%
19,983
+1,622
2028
$351K ﹤0.01%
7,612
-352
2029
$351K ﹤0.01%
163,877
-16,236
2030
$350K ﹤0.01%
4,078
+745
2031
$350K ﹤0.01%
+8,676
2032
$350K ﹤0.01%
13,315
-1,988
2033
$350K ﹤0.01%
4,636
-306
2034
$349K ﹤0.01%
+9,899
2035
$349K ﹤0.01%
7,352
-823
2036
$349K ﹤0.01%
9,550
+1,766
2037
$348K ﹤0.01%
5,182
-266
2038
$348K ﹤0.01%
9,050
+755
2039
$347K ﹤0.01%
+11,643
2040
$346K ﹤0.01%
21,096
+1,444
2041
$345K ﹤0.01%
12,690
+5,045
2042
$345K ﹤0.01%
19,152
-669
2043
$345K ﹤0.01%
9,109
+1,312
2044
$344K ﹤0.01%
23,612
+1,435
2045
$344K ﹤0.01%
11,836
+5,176
2046
$344K ﹤0.01%
34,633
2047
$344K ﹤0.01%
8,775
-617
2048
$344K ﹤0.01%
19,607
+1,755
2049
$343K ﹤0.01%
+6,235
2050
$343K ﹤0.01%
+11,573