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
$608M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,750
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.13M
3
+$4.72M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.48M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.85M

Top Sells

1
+$5.27M
2
+$3.44M
3
+$3.25M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.03M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$1.13M

Sector Composition

1 Financials 14.97%
2 Technology 5.58%
3 Healthcare 4.88%
4 Consumer Discretionary 3.68%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$3K ﹤0.01%
143
1377
$3K ﹤0.01%
165
1378
$3K ﹤0.01%
23
-14
1379
$3K ﹤0.01%
47
-22
1380
$3K ﹤0.01%
56
-12
1381
$3K ﹤0.01%
200
1382
$3K ﹤0.01%
29
1383
$3K ﹤0.01%
+29
1384
$3K ﹤0.01%
67
1385
$3K ﹤0.01%
72
+19
1386
$3K ﹤0.01%
193
1387
$3K ﹤0.01%
10
1388
$3K ﹤0.01%
27
1389
$3K ﹤0.01%
72
1390
$3K ﹤0.01%
54
1391
$3K ﹤0.01%
48
-454
1392
$3K ﹤0.01%
40
-590
1393
$3K ﹤0.01%
87
+1
1394
$3K ﹤0.01%
27
-12
1395
$3K ﹤0.01%
43
1396
$3K ﹤0.01%
36
1397
$3K ﹤0.01%
154
+61
1398
$3K ﹤0.01%
995
1399
$3K ﹤0.01%
+151
1400
$3K ﹤0.01%
+43
54 55
56
57 58