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
1201
$6K ﹤0.01%
105
1202
$6K ﹤0.01%
118
1203
$6K ﹤0.01%
197
-37
1204
$6K ﹤0.01%
166
1205
$6K ﹤0.01%
50
1206
$6K ﹤0.01%
191
+7
1207
$6K ﹤0.01%
280
1208
$5K ﹤0.01%
284
-1,194
1209
$5K ﹤0.01%
81
1210
$5K ﹤0.01%
31
1211
$5K ﹤0.01%
154
1212
$5K ﹤0.01%
100
1213
$5K ﹤0.01%
+137
1214
$5K ﹤0.01%
270
1215
$5K ﹤0.01%
117
1216
$5K ﹤0.01%
246
1217
$5K ﹤0.01%
107
1218
$5K ﹤0.01%
39
1219
$5K ﹤0.01%
+58
1220
$5K ﹤0.01%
283
1221
$5K ﹤0.01%
94
1222
$5K ﹤0.01%
229
+41
1223
$5K ﹤0.01%
120
1224
$5K ﹤0.01%
31
1225
$5K ﹤0.01%
913