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
$3.88B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,921
New
Increased
Reduced
Closed

Top Buys

1
+$90M
2
+$64.8M
3
+$51.8M
4
BJUN icon
Innovator US Equity Buffer ETF June
BJUN
+$49.2M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$39.7M

Top Sells

1
+$56.1M
2
+$54.1M
3
+$45.1M
4
SPLB icon
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$43M
5
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$42M

Sector Composition

1 Financials 9.73%
2 Technology 9.05%
3 Healthcare 7.1%
4 Consumer Discretionary 5.04%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$8.92K ﹤0.01%
134
827
$8.91K ﹤0.01%
302
828
$8.9K ﹤0.01%
140
829
$8.77K ﹤0.01%
457
+207
830
$8.76K ﹤0.01%
170
831
$8.73K ﹤0.01%
113
+13
832
$8.7K ﹤0.01%
724
-2
833
$8.67K ﹤0.01%
1,151
834
$8.64K ﹤0.01%
1,717
835
$8.62K ﹤0.01%
245
+7
836
$8.6K ﹤0.01%
685
+100
837
$8.6K ﹤0.01%
58
-10
838
$8.57K ﹤0.01%
223
-193
839
$8.53K ﹤0.01%
193
840
$8.52K ﹤0.01%
551
+119
841
$8.38K ﹤0.01%
33
842
$8.32K ﹤0.01%
34
843
$8.31K ﹤0.01%
18
+5
844
$8.28K ﹤0.01%
306
845
$8.27K ﹤0.01%
1,000
846
$8.26K ﹤0.01%
110
-252
847
$8.23K ﹤0.01%
50
848
$8.17K ﹤0.01%
63
+8
849
$8.16K ﹤0.01%
60
+43
850
$8.16K ﹤0.01%
161
32 33
34
35 36