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%
130
-550
1477
$1K ﹤0.01%
10
1478
$1K ﹤0.01%
134
1479
$1K ﹤0.01%
44
+37
1480
$1K ﹤0.01%
131
1481
$1K ﹤0.01%
11
1482
$1K ﹤0.01%
4
1483
$1K ﹤0.01%
85
1484
$1K ﹤0.01%
+10
1485
$1K ﹤0.01%
142
1486
$1K ﹤0.01%
356
1487
$1K ﹤0.01%
32
1488
$1K ﹤0.01%
40
1489
$1K ﹤0.01%
21
1490
$1K ﹤0.01%
102
1491
$1K ﹤0.01%
7
1492
$1K ﹤0.01%
19
1493
$1K ﹤0.01%
64
1494
$1K ﹤0.01%
50
+27
1495
$1K ﹤0.01%
+40
1496
$1K ﹤0.01%
17
1497
$1K ﹤0.01%
12
1498
$1K ﹤0.01%
26
+3
1499
$1K ﹤0.01%
48
+17
1500
$1K ﹤0.01%
75
+65
58 59
60
61 62