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
926
$2K ﹤0.01%
8
927
$2K ﹤0.01%
254
+1
928
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+94
929
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535
930
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145
931
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135
932
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39
933
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-200
934
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139
935
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25
-20
936
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15
937
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54
938
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28
-248
939
$1K ﹤0.01%
31
940
$1K ﹤0.01%
6
-204
941
$1K ﹤0.01%
59
+31
942
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+10
943
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100
944
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5
945
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946
$1K ﹤0.01%
43
947
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24
948
$1K ﹤0.01%
1
949
$1K ﹤0.01%
24
950
$1K ﹤0.01%
200
-1,808
36 37
38
39 40