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CETERA ADVISOR NETWORKS LLC

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EL SEGUNDO CA Investment Advisor
13F Summary
Cetera Advisor Networks is based out of El Segundo. Cetera Advisor Networks is a large advisory firm with 192956 clients and discretionary assets under management (AUM) of $37,964,656,059 (Form ADV from 2023-05-05). Their last reported 13F filing for Q4 2023 included $17,968,765,226 in managed 13F securities and a top 10 holdings concentration of 16.26%. Cetera Advisor Networks's largest holding is Apple Inc with shares held of 2,540,771. Whalewisdom has at least 56 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 2.72%
IVV iShares Core S&P 500 2.21%
MSFT Microsoft Corp. 2.05%
QQQ Invesco QQQ Trust, S 1.69%
VOO VANGUARD 500 INDEX F 1.58%
CETERA ADVISOR NETWORKS LLC FORMERLY FILED UNDER THE NAME OF FINANCIAL NETWORK INVESTMENT CORPORATION.

2023-12-31

13F Activity

Market Value $18.0b, Prior: $15.8b
New Purchases 207 stocks
Added To 1288 stocks
Sold out of 144 stocks
Reduced holdings in 1190 stocks
Top 10 Holdings % 16.26%
Turnover %[1] 12.67%
Turnover Alt %[2] 5.04%
Time Held Top 20 16.65 quarters
Time Held Top 10 20.9 quarters
Time Held All 14.32 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance