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
601
$13K ﹤0.01%
69
-15
602
$13K ﹤0.01%
1,700
603
$13K ﹤0.01%
336
-24
604
$13K ﹤0.01%
261
605
$13K ﹤0.01%
320
+1
606
$13K ﹤0.01%
706
+228
607
$13K ﹤0.01%
+313
608
$13K ﹤0.01%
1,610
609
$13K ﹤0.01%
514
-85
610
$12K ﹤0.01%
49
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611
$12K ﹤0.01%
1,530
-96
612
$12K ﹤0.01%
242
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613
$12K ﹤0.01%
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614
$12K ﹤0.01%
3,800
615
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620
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97
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621
$12K ﹤0.01%
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$12K ﹤0.01%
400
623
$11K ﹤0.01%
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624
$11K ﹤0.01%
860
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625
$11K ﹤0.01%
89
-5
23 24
25
26 27