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 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
151
$51K 0.02%
+10,000
152
$41K 0.02%
+1,000