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
551
$18K ﹤0.01%
760
552
$17K ﹤0.01%
192
553
$17K ﹤0.01%
579
554
$17K ﹤0.01%
89
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555
$17K ﹤0.01%
1,083
-89
556
$17K ﹤0.01%
1,814
557
$17K ﹤0.01%
500
558
$17K ﹤0.01%
2,735
+100
559
$17K ﹤0.01%
2,126
-6,883
560
$17K ﹤0.01%
7,500
561
$17K ﹤0.01%
120
562
$16K ﹤0.01%
110
563
$16K ﹤0.01%
+250
564
$16K ﹤0.01%
644
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565
$16K ﹤0.01%
300
566
$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
310
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574
$16K ﹤0.01%
318
-45
575
$16K ﹤0.01%
200
21 22
23
24 25