GRP

Global Retirement Partners Portfolio holdings

AUM $4.47B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.39B
AUM Growth
+$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,528
New
Increased
Reduced
Closed

Top Sells

1 +$9.11M
2 +$7.26M
3 +$5.33M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.39M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.08M

Sector Composition

1 Technology 9.2%
2 Financials 8.63%
3 Healthcare 3.96%
4 Consumer Discretionary 2.88%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$654 ﹤0.01%
14
3002
$653 ﹤0.01%
23
+13
3003
$653 ﹤0.01%
12
3004
$650 ﹤0.01%
7
3005
$649 ﹤0.01%
13
3006
$649 ﹤0.01%
39
+2
3007
$648 ﹤0.01%
19
3008
$646 ﹤0.01%
8
3009
$637 ﹤0.01%
+350
3010
$636 ﹤0.01%
106
3011
$636 ﹤0.01%
20
+6
3012
$636 ﹤0.01%
54
+2
3013
$634 ﹤0.01%
+36
3014
$632 ﹤0.01%
20
3015
$631 ﹤0.01%
10
+8
3016
$627 ﹤0.01%
235
3017
$626 ﹤0.01%
7
+5
3018
$626 ﹤0.01%
21
3019
$625 ﹤0.01%
11
3020
$625 ﹤0.01%
13
3021
$624 ﹤0.01%
30
3022
$624 ﹤0.01%
+28
3023
$623 ﹤0.01%
2
3024
$621 ﹤0.01%
78
3025
$612 ﹤0.01%
24