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
$442M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,614
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.84M
3 +$1.76M
4
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$1.67M
5
AMZN icon
Amazon
AMZN
+$1.04M

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
1101
$8K ﹤0.01%
351
1102
$8K ﹤0.01%
115
+15
1103
$8K ﹤0.01%
1,130
1104
$8K ﹤0.01%
100
+78
1105
$8K ﹤0.01%
213
1106
$8K ﹤0.01%
137
1107
$8K ﹤0.01%
85
+1
1108
$8K ﹤0.01%
186
1109
$8K ﹤0.01%
57
1110
$7K ﹤0.01%
403
+63
1111
$7K ﹤0.01%
150
1112
$7K ﹤0.01%
+230
1113
$7K ﹤0.01%
+330
1114
$7K ﹤0.01%
225
1115
$7K ﹤0.01%
71
1116
$7K ﹤0.01%
341
1117
$7K ﹤0.01%
+336
1118
$7K ﹤0.01%
48
-9
1119
$7K ﹤0.01%
79
1120
$7K ﹤0.01%
156
1121
$7K ﹤0.01%
60
1122
$7K ﹤0.01%
256
+119
1123
$7K ﹤0.01%
1,231
1124
$7K ﹤0.01%
102
1125
$7K ﹤0.01%
137
-155