GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,614
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.86M
3
+$1.77M
4
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$1.63M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M

Top Sells

1
+$956K
2
+$819K
3
+$744K
4
BND icon
Vanguard Total Bond Market
BND
+$608K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$550K

Sector Composition

1 Financials 17.68%
2 Technology 4.51%
3 Healthcare 3.97%
4 Consumer Discretionary 3.36%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$18K ﹤0.01%
396
852
$18K ﹤0.01%
547
853
$18K ﹤0.01%
1,560
-3,200
854
$18K ﹤0.01%
1,600
855
$18K ﹤0.01%
99
+64
856
$18K ﹤0.01%
181
857
$18K ﹤0.01%
432
+4
858
$18K ﹤0.01%
330
859
$18K ﹤0.01%
160
860
$18K ﹤0.01%
289
861
$17K ﹤0.01%
1,000
862
$17K ﹤0.01%
443
+252
863
$17K ﹤0.01%
650
864
$17K ﹤0.01%
256
865
$17K ﹤0.01%
620
866
$17K ﹤0.01%
618
+9
867
$17K ﹤0.01%
96
-22
868
$17K ﹤0.01%
346
869
$17K ﹤0.01%
400
+300
870
$17K ﹤0.01%
131
871
$17K ﹤0.01%
368
+144
872
$17K ﹤0.01%
503
+345
873
$17K ﹤0.01%
295
874
$17K ﹤0.01%
+338
875
$17K ﹤0.01%
606
33 34
35
36 37