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
351
$64K ﹤0.01%
7,125
+21
352
$64K ﹤0.01%
1,336
+419
353
$63K ﹤0.01%
2,202
-624
354
$63K ﹤0.01%
5,819
+542
355
$63K ﹤0.01%
353
356
$62K ﹤0.01%
232
-8
357
$62K ﹤0.01%
783
358
$62K ﹤0.01%
7,986
-264
359
$61K ﹤0.01%
2,668
+2,000
360
$61K ﹤0.01%
1,903
-213,363
361
$61K ﹤0.01%
703
362
$61K ﹤0.01%
1,161
363
$61K ﹤0.01%
1,197
-236
364
$60K ﹤0.01%
1,010
365
$60K ﹤0.01%
1,173
+1,031
366
$59K ﹤0.01%
4,016
367
$59K ﹤0.01%
520
-248
368
$58K ﹤0.01%
332
369
$57K ﹤0.01%
1,336
370
$57K ﹤0.01%
10,506
371
$56K ﹤0.01%
323
-200
372
$56K ﹤0.01%
400
373
$56K ﹤0.01%
816
374
$55K ﹤0.01%
639
375
$55K ﹤0.01%
1,014
-46
13 14
15
16 17