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
1451
$1K ﹤0.01%
18
+5
1452
$1K ﹤0.01%
100
1453
$1K ﹤0.01%
40
1454
$1K ﹤0.01%
3
1455
$1K ﹤0.01%
+34
1456
$1K ﹤0.01%
8
+1
1457
$1K ﹤0.01%
33
1458
$1K ﹤0.01%
26
1459
$1K ﹤0.01%
43
1460
$1K ﹤0.01%
41
1461
$1K ﹤0.01%
978
1462
$1K ﹤0.01%
275
1463
$1K ﹤0.01%
7
1464
$1K ﹤0.01%
72
1465
$1K ﹤0.01%
58
1466
$1K ﹤0.01%
20
1467
$1K ﹤0.01%
47
1468
$1K ﹤0.01%
31
1469
$1K ﹤0.01%
18
1470
$1K ﹤0.01%
14
+6
1471
$1K ﹤0.01%
5
+3
1472
$1K ﹤0.01%
55
1473
$1K ﹤0.01%
104
1474
$1K ﹤0.01%
12
1475
$1K ﹤0.01%
377
57 58
59
60 61