GRP
Global Retirement Partners Portfolio holdings
AUM
$4.04B
This Quarter Return
+6.16%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$442M
AUM Growth
+$46.9M
(+12%)
Cap. Flow
+$25.8M
Cap. Flow
% of AUM
5.83%
Top 10 Holdings %
Top 10 Hldgs %
28.36%
Holding
1,614
New
73
Increased
504
Reduced
277
Closed
65
Top Buys
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$2.22M |
| 2 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$1.84M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.76M |
| 4 |
First Trust Small Cap Growth AlphaDEX Fund
FYC
|
+$1.67M |
| 5 |
Amazon
AMZN
|
+$1.04M |
Top Sells
Sector Composition
| 1 | Financials | 17.68% |
| 2 | Technology | 4.51% |
| 3 | Healthcare | 3.97% |
| 4 | Consumer Discretionary | 3.36% |
| 5 | Communication Services | 2.71% |
