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
326
$78K ﹤0.01%
2,226
-314
327
$77K ﹤0.01%
+739
328
$77K ﹤0.01%
1,037
+900
329
$76K ﹤0.01%
8,040
-7,200
330
$76K ﹤0.01%
727
-17
331
$76K ﹤0.01%
1,353
+81
332
$75K ﹤0.01%
1,047
-733
333
$75K ﹤0.01%
5,904
334
$74K ﹤0.01%
622
-258
335
$74K ﹤0.01%
1,792
-14
336
$73K ﹤0.01%
1,270
337
$73K ﹤0.01%
1,533
-22
338
$73K ﹤0.01%
2,452
+934
339
$72K ﹤0.01%
6,108
-2,992
340
$70K ﹤0.01%
4,637
-594
341
$69K ﹤0.01%
500
342
$68K ﹤0.01%
668
343
$68K ﹤0.01%
1,985
+73
344
$68K ﹤0.01%
639
-42
345
$67K ﹤0.01%
2,627
346
$66K ﹤0.01%
2,970
-1,974,020
347
$66K ﹤0.01%
700
-910
348
$65K ﹤0.01%
5,090
349
$65K ﹤0.01%
2,136
-1,068
350
$65K ﹤0.01%
850
+633
12 13
14
15 16