CIM
Cetera Investment Management Portfolio holdings
AUM
$79.1M
1-Year Est. Return
10.52%
1 Year Est. Return
+10.52%
AUM
$79.1M
AUM Growth
-$8.18M
(-9.4%)
Holding
103
Top Buys
| 1 | +$3.4M | |
| 2 | +$1.92M | |
| 3 | +$1.66M | |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$1.6M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$438K |
Top Sells
| 1 | +$1.62M | |
| 2 | +$1.51M | |
| 3 | +$1.09M | |
| 4 |
ALPS O'Shares US Quality Dividend ETF
OUSA
|
+$477K |
| 5 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$473K |
Sector Composition
| 1 | Healthcare | 5.18% |
| 2 | Technology | 4.74% |
| 3 | Consumer Staples | 4.11% |
| 4 | Financials | 3.9% |
| 5 | Consumer Discretionary | 3.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Utilities Select Sector SPDR Fund
XLU
$22B
| – | – |
-5,570
|
|
||
102
Health Care Select Sector SPDR Fund
XLV
$36B
| – | – |
-3,894
|
|
||
103
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.2B
| – | – |
-3,455
|
|