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
276
$123K 0.01%
4,160
-2
277
$123K 0.01%
435
278
$121K 0.01%
2,507
279
$120K 0.01%
4,007
-1,239,375
280
$120K 0.01%
2,871
281
$115K 0.01%
5,526
-153
282
$115K 0.01%
2,661
-552
283
$114K 0.01%
1,570
284
$112K 0.01%
1,611
285
$112K 0.01%
6,608
286
$112K 0.01%
2,334
287
$110K 0.01%
2,767
-58
288
$110K 0.01%
8,658
+7,078
289
$109K 0.01%
7,159
-754
290
$109K 0.01%
429
-24
291
$108K ﹤0.01%
661
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292
$108K ﹤0.01%
2,845
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293
$107K ﹤0.01%
4,244
-549,394
294
$106K ﹤0.01%
743
295
$104K ﹤0.01%
775
-118
296
$104K ﹤0.01%
1,566
297
$103K ﹤0.01%
1,054
+258
298
$103K ﹤0.01%
4,064
-539,063
299
$102K ﹤0.01%
506
-36
300
$101K ﹤0.01%
1,612
-21
10 11
12
13 14