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
726
$6K ﹤0.01%
48
727
$6K ﹤0.01%
300
728
$6K ﹤0.01%
35
729
$5K ﹤0.01%
82
730
$5K ﹤0.01%
80
-10
731
$5K ﹤0.01%
104
732
$5K ﹤0.01%
173
-16
733
$5K ﹤0.01%
340
734
$5K ﹤0.01%
34
+19
735
$5K ﹤0.01%
56
-2
736
$5K ﹤0.01%
66
-16
737
$5K ﹤0.01%
492
+92
738
$5K ﹤0.01%
624
739
$5K ﹤0.01%
100
740
$5K ﹤0.01%
181
741
$5K ﹤0.01%
224
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742
$5K ﹤0.01%
129
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743
$5K ﹤0.01%
91
-18
744
$5K ﹤0.01%
54
+27
745
$5K ﹤0.01%
266
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746
$5K ﹤0.01%
241
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747
$5K ﹤0.01%
420
748
$5K ﹤0.01%
79
-18
749
$5K ﹤0.01%
285
750
$5K ﹤0.01%
92
+49
28 29
30
31 32