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
76
$1.25M 0.51%
+10,237
77
$1.24M 0.5%
+6,988
78
$1.23M 0.5%
+28,703
79
$1.23M 0.49%
+79,518
80
$1.2M 0.48%
+44,379
81
$1.19M 0.48%
+50,054
82
$1.19M 0.48%
+17,975
83
$1.16M 0.47%
+33,523
84
$1.15M 0.46%
+14,643
85
$1.15M 0.46%
+22,574
86
$1.14M 0.46%
+7,057
87
$1.12M 0.45%
+8,180
88
$1.11M 0.45%
+11,179
89
$1.1M 0.44%
+8,640
90
$1.03M 0.41%
+13,155
91
$1.02M 0.41%
+5,131
92
$1M 0.41%
+27,540
93
$983K 0.4%
+103,607
94
$971K 0.39%
+32,452
95
$968K 0.39%
+3,807
96
$954K 0.39%
+26,096
97
$938K 0.38%
+8,959
98
$928K 0.37%
+38,359
99
$923K 0.37%
+14,854
100
$921K 0.37%
+14,981
2 3
4
5 6