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
851
$8.06K ﹤0.01%
7
852
$8.04K ﹤0.01%
99
853
$8.03K ﹤0.01%
900
854
$7.98K ﹤0.01%
322
+44
855
$7.93K ﹤0.01%
+68
856
$7.89K ﹤0.01%
232
857
$7.82K ﹤0.01%
150
+36
858
$7.75K ﹤0.01%
312
-156
859
$7.74K ﹤0.01%
22
+10
860
$7.74K ﹤0.01%
35
+7
861
$7.69K ﹤0.01%
307
862
$7.64K ﹤0.01%
335
863
$7.63K ﹤0.01%
88
+8
864
$7.61K ﹤0.01%
228
865
$7.54K ﹤0.01%
568
-33
866
$7.51K ﹤0.01%
478
867
$7.5K ﹤0.01%
101
+5
868
$7.46K ﹤0.01%
38
+31
869
$7.45K ﹤0.01%
146
-56
870
$7.44K ﹤0.01%
550
+50
871
$7.4K ﹤0.01%
17
+2
872
$7.36K ﹤0.01%
183
873
$7.36K ﹤0.01%
1,050
+4
874
$7.28K ﹤0.01%
9
+1
875
$7.26K ﹤0.01%
879
-331
33 34
35
36 37