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
1451
$1K ﹤0.01%
3
1452
$1K ﹤0.01%
12
1453
$1K ﹤0.01%
163
1454
$1K ﹤0.01%
40
1455
$1K ﹤0.01%
169
1456
$1K ﹤0.01%
11
1457
$1K ﹤0.01%
50
1458
$1K ﹤0.01%
18
+5
1459
$1K ﹤0.01%
100
1460
$1K ﹤0.01%
40
1461
$1K ﹤0.01%
40
1462
$1K ﹤0.01%
3
1463
$1K ﹤0.01%
21
1464
$1K ﹤0.01%
102
1465
$1K ﹤0.01%
+40
1466
$1K ﹤0.01%
17
1467
$1K ﹤0.01%
12
1468
$1K ﹤0.01%
26
+3
1469
$1K ﹤0.01%
48
+17
1470
$1K ﹤0.01%
75
+65
1471
$1K ﹤0.01%
42
1472
$1K ﹤0.01%
30
1473
$1K ﹤0.01%
22
1474
$1K ﹤0.01%
+34
1475
$1K ﹤0.01%
8
+1