GI

Gradient Investments Portfolio holdings

AUM $5.99B
1-Year Est. Return 15.14%
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,291
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$39.4M
3
+$33.1M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$29.8M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$23.9M

Top Sells

1
+$43.9M
2
+$37.1M
3
+$30.5M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$23.5M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$13.9M

Sector Composition

1 Financials 7.18%
2 Healthcare 7.01%
3 Technology 5.55%
4 Consumer Discretionary 4.5%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$181K 0.01%
4,761
+3,672
252
$168K 0.01%
10,033
253
$165K 0.01%
4,563
-315
254
$164K 0.01%
8,457
-89
255
$161K 0.01%
1,768
+122
256
$159K 0.01%
1,926
-441
257
$157K 0.01%
4,360
258
$156K 0.01%
8,274
259
$154K 0.01%
856
-292
260
$152K 0.01%
4,386
-106
261
$149K 0.01%
848
+69
262
$149K 0.01%
1,712
+420
263
$146K 0.01%
872
+694
264
$146K 0.01%
3,887
+1,376
265
$143K 0.01%
1,462
-27,682
266
$140K 0.01%
3,326
-180
267
$136K 0.01%
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268
$136K 0.01%
+2,666
269
$133K 0.01%
2,752
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270
$132K 0.01%
600
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271
$132K 0.01%
2,747
+2,618
272
$130K 0.01%
+1,500
273
$129K 0.01%
1,409
-14
274
$129K 0.01%
2,955
275
$128K 0.01%
6,834
9 10
11
12 13