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
$4.04B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,792
New
Increased
Reduced
Closed

Top Buys

1 +$161M
2 +$158M
3 +$92.8M
4
NVDA icon
NVIDIA
NVDA
+$88.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$87M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.6%
2 Financials 8.71%
3 Consumer Discretionary 3.89%
4 Communication Services 3.17%
5 Healthcare 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ETSY icon
701
Etsy
ETSY
$6.12B
$512K 0.01%
+10,204
DIV icon
702
Global X SuperDividend US ETF
DIV
$626M
$509K 0.01%
+28,963
MUSA icon
703
Murphy USA
MUSA
$6.71B
$508K 0.01%
+1,248
NLY icon
704
Annaly Capital Management
NLY
$14.5B
$506K 0.01%
+26,904
ZION icon
705
Zions Bancorporation
ZION
$7.69B
$505K 0.01%
+9,718
FLEX icon
706
Flex
FLEX
$23.4B
$504K 0.01%
+10,098
LGOV icon
707
First Trust Long Duration Opportunities ETF
LGOV
$664M
$503K 0.01%
+23,478
ODD icon
708
ODDITY Tech
ODD
$2.6B
$500K 0.01%
+6,620
MELI icon
709
Mercado Libre
MELI
$118B
$499K 0.01%
+191
CVSB icon
710
Calvert Ultra-Short Investment Grade ETF
CVSB
$179M
$499K 0.01%
+9,853
HSBC icon
711
HSBC
HSBC
$241B
$497K 0.01%
+8,179
IWV icon
712
iShares Russell 3000 ETF
IWV
$17.5B
$495K 0.01%
+1,410
MARW icon
713
AllianzIM U.S. Large Cap Buffer20 Mar ETF
MARW
$73.5M
$494K 0.01%
+15,194
GSEW icon
714
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.34B
$493K 0.01%
+6,042
DIVO icon
715
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.25B
$493K 0.01%
+11,578
TROW icon
716
T. Rowe Price
TROW
$22.4B
$492K 0.01%
+5,102
ARKK icon
717
ARK Innovation ETF
ARKK
$9.29B
$490K 0.01%
+6,968
SHYG icon
718
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.34B
$489K 0.01%
+11,331
VXF icon
719
Vanguard Extended Market ETF
VXF
$24.7B
$488K 0.01%
+2,533
FDT icon
720
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$659M
$488K 0.01%
+7,099
NGG icon
721
National Grid
NGG
$74.7B
$487K 0.01%
+6,549
TOTL icon
722
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.89B
$487K 0.01%
+12,137
AOA icon
723
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.65B
$486K 0.01%
+5,833
IBHG icon
724
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$354M
$486K 0.01%
+21,557
IYK icon
725
iShares US Consumer Staples ETF
IYK
$1.27B
$486K 0.01%
+6,893