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
126
$334K 0.13%
+3,201
127
$322K 0.13%
+3,237
128
$310K 0.13%
+1,512
129
$298K 0.12%
+7,640
130
$294K 0.12%
+3,963
131
$293K 0.12%
+7,332
132
$291K 0.12%
+919
133
$290K 0.12%
+3,710
134
$290K 0.12%
+5,128
135
$271K 0.11%
+6,496
136
$269K 0.11%
+19,950
137
$266K 0.11%
+2,134
138
$244K 0.1%
+7,512
139
$238K 0.1%
+8,342
140
$232K 0.09%
+15,500
141
$225K 0.09%
+2,279
142
$223K 0.09%
+3,225
143
$218K 0.09%
+5,740
144
$178K 0.07%
+10,326
145
$168K 0.07%
+12,924
146
$166K 0.07%
+11,231
147
$163K 0.07%
+10,986
148
$123K 0.05%
+29,735
149
$101K 0.04%
+42,711
150
$99K 0.04%
+10,137
3 4 5
6
7