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
501
$23K ﹤0.01%
547
-131
502
$23K ﹤0.01%
750
503
$23K ﹤0.01%
585
504
$23K ﹤0.01%
995
+9
505
$22K ﹤0.01%
572
+5
506
$22K ﹤0.01%
+971
507
$22K ﹤0.01%
160
-8,436
508
$22K ﹤0.01%
400
-11
509
$22K ﹤0.01%
237
-181
510
$22K ﹤0.01%
137
-208
511
$22K ﹤0.01%
10,029
512
$22K ﹤0.01%
2,035
513
$22K ﹤0.01%
1,311
-300
514
$22K ﹤0.01%
634
515
$22K ﹤0.01%
949
516
$22K ﹤0.01%
653
517
$21K ﹤0.01%
1,600
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518
$21K ﹤0.01%
188
519
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1,724
520
$21K ﹤0.01%
424
+2
521
$21K ﹤0.01%
389
-1,562
522
$21K ﹤0.01%
405
+25
523
$21K ﹤0.01%
135
524
$21K ﹤0.01%
+396
525
$21K ﹤0.01%
250
19 20
21
22 23