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
451
$31K ﹤0.01%
1,229
-100
452
$31K ﹤0.01%
1,020
453
$31K ﹤0.01%
735
-176,641
454
$30K ﹤0.01%
434
455
$30K ﹤0.01%
3,080
456
$30K ﹤0.01%
3,427
457
$30K ﹤0.01%
634
+131
458
$30K ﹤0.01%
26,455
+1,877
459
$30K ﹤0.01%
2,434
-32
460
$29K ﹤0.01%
704
461
$29K ﹤0.01%
776
-175
462
$29K ﹤0.01%
440
463
$29K ﹤0.01%
934
-30
464
$28K ﹤0.01%
52
465
$28K ﹤0.01%
600
466
$28K ﹤0.01%
1,500
467
$28K ﹤0.01%
448
468
$28K ﹤0.01%
137
469
$28K ﹤0.01%
564
-57
470
$28K ﹤0.01%
693
471
$28K ﹤0.01%
847
+2
472
$27K ﹤0.01%
1,000
473
$27K ﹤0.01%
438
-440
474
$27K ﹤0.01%
291
-255
475
$27K ﹤0.01%
180
17 18
19
20 21