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
1426
$2K ﹤0.01%
122
1427
$2K ﹤0.01%
+120
1428
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38
1429
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231
1430
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35
1431
$2K ﹤0.01%
46
1432
$2K ﹤0.01%
+60
1433
$2K ﹤0.01%
26
1434
$2K ﹤0.01%
93
1435
$2K ﹤0.01%
164
+1
1436
$2K ﹤0.01%
112
1437
$2K ﹤0.01%
47
1438
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200
1439
$2K ﹤0.01%
134
1440
$2K ﹤0.01%
72
+8
1441
$2K ﹤0.01%
228
+19
1442
$2K ﹤0.01%
+22
1443
$2K ﹤0.01%
19
1444
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33
1445
$2K ﹤0.01%
32
1446
$2K ﹤0.01%
145
1447
$1K ﹤0.01%
163
1448
$1K ﹤0.01%
50
1449
$1K ﹤0.01%
18
+5
1450
$1K ﹤0.01%
100
56 57
58
59 60