CIM

Cetera Investment Management Portfolio holdings

AUM $79.1M
1-Year Est. Return 10.52%
This Quarter Est. Return
1 Year Est. Return
+10.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.56M
3
+$7.92M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$6.14M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.77M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.76%
2 Financials 7.01%
3 Healthcare 6.83%
4 Energy 5.08%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 0.97%
+24,400
27
$2.11M 0.85%
+50,935
28
$2.1M 0.85%
+62,200
29
$2.1M 0.85%
+48,302
30
$2.05M 0.83%
+52,055
31
$2.02M 0.82%
+25,452
32
$1.96M 0.79%
+19,106
33
$1.93M 0.78%
+27,483
34
$1.88M 0.76%
+73,342
35
$1.88M 0.76%
+67,032
36
$1.85M 0.75%
+91,962
37
$1.85M 0.75%
+36,931
38
$1.84M 0.74%
+19,798
39
$1.84M 0.74%
+68,792
40
$1.81M 0.73%
+54,400
41
$1.8M 0.73%
+16,970
42
$1.76M 0.71%
+190,500
43
$1.74M 0.7%
+21,651
44
$1.71M 0.69%
+56,762
45
$1.71M 0.69%
+25,872
46
$1.7M 0.69%
+15,464
47
$1.7M 0.68%
+23,987
48
$1.69M 0.68%
+46,300
49
$1.68M 0.68%
+32,100
50
$1.66M 0.67%
+12,538
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