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
1476
$1K ﹤0.01%
32
1477
$1K ﹤0.01%
+10
1478
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15
1479
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40
1480
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169
1481
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40
1482
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21
1483
$1K ﹤0.01%
102
1484
$1K ﹤0.01%
7
1485
$1K ﹤0.01%
19
1486
$1K ﹤0.01%
64
1487
$1K ﹤0.01%
50
+27
1488
$1K ﹤0.01%
+40
1489
$1K ﹤0.01%
17
1490
$1K ﹤0.01%
12
1491
$1K ﹤0.01%
26
+3
1492
$1K ﹤0.01%
48
+17
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$1K ﹤0.01%
75
+65
1494
$1K ﹤0.01%
42
1495
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30
1496
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22
1497
$1K ﹤0.01%
8
+1
1498
$1K ﹤0.01%
33
1499
$1K ﹤0.01%
26
1500
$1K ﹤0.01%
43
58 59
60
61 62