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
626
$11K ﹤0.01%
236
627
$11K ﹤0.01%
648
+123
628
$11K ﹤0.01%
116
629
$11K ﹤0.01%
2,597
-7
630
$11K ﹤0.01%
165
631
$11K ﹤0.01%
353
632
$11K ﹤0.01%
828
633
$11K ﹤0.01%
161
634
$11K ﹤0.01%
660
635
$10K ﹤0.01%
335
636
$10K ﹤0.01%
403
637
$10K ﹤0.01%
380
638
$10K ﹤0.01%
+783
639
$10K ﹤0.01%
208
-10,886
640
$10K ﹤0.01%
737
+272
641
$10K ﹤0.01%
1,017
-50
642
$10K ﹤0.01%
450
643
$10K ﹤0.01%
461
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644
$10K ﹤0.01%
902
645
$10K ﹤0.01%
168
646
$10K ﹤0.01%
+328
647
$10K ﹤0.01%
50
648
$10K ﹤0.01%
200
649
$10K ﹤0.01%
1,298
-19
650
$10K ﹤0.01%
170
24 25
26
27 28