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
1076
$2.88K ﹤0.01%
13
1077
$2.84K ﹤0.01%
614
1078
$2.83K ﹤0.01%
38
1079
$2.83K ﹤0.01%
94
-180
1080
$2.81K ﹤0.01%
+84
1081
$2.81K ﹤0.01%
20
+7
1082
$2.78K ﹤0.01%
125
1083
$2.77K ﹤0.01%
+15
1084
$2.77K ﹤0.01%
104
-72
1085
$2.77K ﹤0.01%
+19
1086
$2.76K ﹤0.01%
+11
1087
$2.76K ﹤0.01%
+23
1088
$2.75K ﹤0.01%
102
1089
$2.75K ﹤0.01%
+14
1090
$2.75K ﹤0.01%
37
-90
1091
$2.74K ﹤0.01%
+372
1092
$2.7K ﹤0.01%
+150
1093
$2.7K ﹤0.01%
+1
1094
$2.67K ﹤0.01%
41
-55
1095
$2.66K ﹤0.01%
226
+116
1096
$2.66K ﹤0.01%
+410
1097
$2.65K ﹤0.01%
71
+15
1098
$2.62K ﹤0.01%
+2
1099
$2.61K ﹤0.01%
108
-216
1100
$2.59K ﹤0.01%
11
-3
42 43
44
45 46