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
876
$7.18K ﹤0.01%
390
877
$7.11K ﹤0.01%
352
878
$7.07K ﹤0.01%
1,047
879
$7.05K ﹤0.01%
104
880
$7.02K ﹤0.01%
190
881
$7.01K ﹤0.01%
136
-68
882
$7K ﹤0.01%
274
+267
883
$6.95K ﹤0.01%
261
884
$6.83K ﹤0.01%
215
885
$6.83K ﹤0.01%
35
886
$6.81K ﹤0.01%
126
887
$6.8K ﹤0.01%
+42
888
$6.79K ﹤0.01%
701
+85
889
$6.73K ﹤0.01%
82
-13
890
$6.7K ﹤0.01%
1,663
891
$6.64K ﹤0.01%
133
-94
892
$6.63K ﹤0.01%
+113
893
$6.62K ﹤0.01%
+300
894
$6.57K ﹤0.01%
147
-1,173
895
$6.57K ﹤0.01%
48
+24
896
$6.56K ﹤0.01%
85
+21
897
$6.54K ﹤0.01%
+644
898
$6.43K ﹤0.01%
61
899
$6.41K ﹤0.01%
83
900
$6.37K ﹤0.01%
+37
34 35
36
37 38