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
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100
+78
1105
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1106
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1107
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85
+1
1108
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186
1109
$8K ﹤0.01%
57
1110
$7K ﹤0.01%
1,231
1111
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102
1112
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-155
1113
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230
+3
1114
$7K ﹤0.01%
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1115
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1116
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1117
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1118
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1119
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1120
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1121
$7K ﹤0.01%
15
1122
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69
1123
$7K ﹤0.01%
86
+1
1124
$7K ﹤0.01%
150
1125
$7K ﹤0.01%
193