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
426
$39K ﹤0.01%
317
427
$39K ﹤0.01%
1,295
-67
428
$38K ﹤0.01%
629
-52
429
$38K ﹤0.01%
403
430
$37K ﹤0.01%
333
+3
431
$37K ﹤0.01%
1,563
-991,050
432
$36K ﹤0.01%
140
433
$36K ﹤0.01%
2,028
434
$36K ﹤0.01%
530
+330
435
$36K ﹤0.01%
1,522
-900
436
$36K ﹤0.01%
186
437
$35K ﹤0.01%
203
-71
438
$35K ﹤0.01%
324
+37
439
$35K ﹤0.01%
544
-98
440
$35K ﹤0.01%
+4,400
441
$34K ﹤0.01%
175
-1
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$33K ﹤0.01%
1,788
-971
443
$33K ﹤0.01%
230
444
$32K ﹤0.01%
2,922
445
$32K ﹤0.01%
1,009
+69
446
$32K ﹤0.01%
1,250
447
$32K ﹤0.01%
1,050
448
$32K ﹤0.01%
213
-2
449
$32K ﹤0.01%
324
+71
450
$31K ﹤0.01%
333
16 17
18
19 20