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
$1.16B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$11.8M
3 +$7.61M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$6.64M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.12M

Top Sells

1 +$4.47M
2 +$4.36M
3 +$2.75M
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$2.52M
5
VER
VEREIT, Inc.
VER
+$2.24M

Sector Composition

1 Energy 8.89%
2 Technology 7.22%
3 Healthcare 6.22%
4 Consumer Staples 6.12%
5 Financials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$41.3M 3.57%
592,343
-15,539
2
$35.5M 3.07%
292,024
+23,624
3
$31.6M 2.73%
366,994
+18,530
4
$29.6M 2.56%
1,736,140
-8,456
5
$24.1M 2.09%
318,616
+2,850
6
$21.2M 1.84%
244,792
-7,672
7
$18.8M 1.63%
565,899
+996
8
$18.5M 1.6%
163,393
-414
9
$17.9M 1.55%
177,179
+122,787
10
$17.6M 1.52%
153,511
+8,813
11
$16.5M 1.43%
1,090,615
-44,995
12
$15.2M 1.32%
90,470
+5,480
13
$15M 1.3%
449,829
+11,145
14
$14.3M 1.23%
368,765
+58,426
15
$13.7M 1.18%
306,264
-5,320
16
$11.8M 1.02%
+269,262
17
$11.6M 1.01%
191,185
+108,968
18
$10.7M 0.93%
419,953
+64,233
19
$10.1M 0.87%
128,667
+58,844
20
$9.93M 0.86%
364,421
+27,945
21
$9.19M 0.8%
71,819
-826
22
$9.16M 0.79%
95,286
+4,199
23
$9.12M 0.79%
195,234
+16,935
24
$8.86M 0.77%
473,502
+57,641
25
$8.81M 0.76%
102,260
+44,448