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
$3.08B
AUM Growth
+$496M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,190
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$26.1M
3
+$20.1M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$15.5M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$15.5M

Top Sells

1
+$27M
2
+$26.3M
3
+$18.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$18M
5
VT icon
Vanguard Total World Stock ETF
VT
+$15.1M

Sector Composition

1 Technology 4.84%
2 Financials 4.02%
3 Industrials 3.42%
4 Healthcare 3.29%
5 Consumer Staples 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$89.8M 2.92%
593,085
+22,130
2
$60.5M 1.96%
214,146
+9,284
3
$58.3M 1.89%
990,693
-32,457
4
$57.8M 1.88%
321,527
+18,393
5
$57.1M 1.86%
200,789
-63,081
6
$53M 1.72%
1,116,688
-50,356
7
$46.2M 1.5%
1,909,371
+265,252
8
$43.8M 1.42%
1,931,515
-165,925
9
$40.8M 1.33%
718,524
-319,031
10
$39.1M 1.27%
348,847
+138,229
11
$38.7M 1.26%
1,285,973
-873,251
12
$38.1M 1.24%
146,905
+100,652
13
$37.8M 1.23%
489,587
+52,817
14
$36.1M 1.17%
293,121
-218,736
15
$36.1M 1.17%
330,790
+27,110
16
$34.7M 1.13%
916,945
+11,845
17
$32.5M 1.05%
263,833
-22,387
18
$32.2M 1.05%
273,136
+701
19
$31.2M 1.01%
363,975
+14,095
20
$30M 0.97%
152,226
+143,380
21
$29.3M 0.95%
328,920
+4,120
22
$29.1M 0.95%
201,301
+7,367
23
$27.9M 0.91%
381,119
-206,334
24
$26.8M 0.87%
441,599
+40,152
25
$26.3M 0.85%
803,504
+489
1
2 3 4 5