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
51
$1.57M 0.63%
+27,165
52
$1.57M 0.63%
+28,194
53
$1.56M 0.63%
+31,119
54
$1.55M 0.63%
+30,460
55
$1.55M 0.63%
+10,647
56
$1.54M 0.62%
+38,400
57
$1.53M 0.62%
+54,727
58
$1.5M 0.61%
+14,331
59
$1.49M 0.6%
+48,495
60
$1.49M 0.6%
+34,669
61
$1.49M 0.6%
+11,170
62
$1.46M 0.59%
+24,727
63
$1.44M 0.58%
+21,584
64
$1.42M 0.57%
+20,308
65
$1.41M 0.57%
+27,868
66
$1.4M 0.56%
+30,239
67
$1.38M 0.56%
+13,629
68
$1.36M 0.55%
+25,157
69
$1.34M 0.54%
+28,802
70
$1.31M 0.53%
+15,099
71
$1.29M 0.52%
+27,148
72
$1.29M 0.52%
+19,465
73
$1.28M 0.52%
+30,674
74
$1.27M 0.51%
+30,798
75
$1.25M 0.51%
+12,944
1 2
3
4 5