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
376
$54K ﹤0.01%
1,070
377
$54K ﹤0.01%
3,335
+2,800
378
$53K ﹤0.01%
867
-755
379
$52K ﹤0.01%
1,096
-11
380
$52K ﹤0.01%
1,348
381
$52K ﹤0.01%
2,899
-593,666
382
$52K ﹤0.01%
3,717
383
$51K ﹤0.01%
629
-221
384
$51K ﹤0.01%
1,504
-11
385
$50K ﹤0.01%
3,649
386
$49K ﹤0.01%
857
+22
387
$49K ﹤0.01%
1,070
388
$49K ﹤0.01%
489
-3
389
$48K ﹤0.01%
640
+280
390
$48K ﹤0.01%
445
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391
$48K ﹤0.01%
934
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392
$48K ﹤0.01%
675
-795
393
$48K ﹤0.01%
2,754
-1
394
$47K ﹤0.01%
120
395
$46K ﹤0.01%
4,033
396
$45K ﹤0.01%
2,739
+397
397
$45K ﹤0.01%
3,318
398
$45K ﹤0.01%
900
-5,278
399
$44K ﹤0.01%
183
400
$44K ﹤0.01%
604
14 15
16
17 18