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
101
$919K 0.37%
+25,671
102
$918K 0.37%
+10,693
103
$917K 0.37%
+42,571
104
$913K 0.37%
+15,477
105
$857K 0.35%
+8,479
106
$852K 0.34%
+25,014
107
$849K 0.34%
+15,566
108
$845K 0.34%
+11,162
109
$842K 0.34%
+33,196
110
$815K 0.33%
+21,093
111
$800K 0.32%
+7,067
112
$760K 0.31%
+56,973
113
$752K 0.3%
+13,835
114
$717K 0.29%
+21,714
115
$707K 0.29%
+6,625
116
$536K 0.22%
+21,012
117
$473K 0.19%
+9,086
118
$462K 0.19%
+4,354
119
$456K 0.18%
+7,835
120
$432K 0.17%
+11,001
121
$406K 0.16%
+11,692
122
$402K 0.16%
+3,538
123
$337K 0.14%
+4,006
124
$336K 0.14%
+6,657
125
$335K 0.14%
+3,801
3 4
5
6 7