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
1126
$2.32K ﹤0.01%
135
-48
1127
$2.29K ﹤0.01%
+31
1128
$2.26K ﹤0.01%
+84
1129
$2.25K ﹤0.01%
+16
1130
$2.23K ﹤0.01%
+16
1131
$2.22K ﹤0.01%
+58
1132
$2.21K ﹤0.01%
34
-44
1133
$2.2K ﹤0.01%
188
1134
$2.2K ﹤0.01%
131
1135
$2.19K ﹤0.01%
+16
1136
$2.19K ﹤0.01%
61
+38
1137
$2.17K ﹤0.01%
19
+14
1138
$2.16K ﹤0.01%
+916
1139
$2.16K ﹤0.01%
43
-468
1140
$2.15K ﹤0.01%
21
1141
$2.15K ﹤0.01%
17
-4
1142
$2.14K ﹤0.01%
121
1143
$2.12K ﹤0.01%
46
-144
1144
$2.11K ﹤0.01%
32
+19
1145
$2.1K ﹤0.01%
+42
1146
$2.09K ﹤0.01%
72
+61
1147
$2.09K ﹤0.01%
79
-418
1148
$2.06K ﹤0.01%
+76
1149
$2.06K ﹤0.01%
+22
1150
$2.06K ﹤0.01%
+223
44 45
46
47 48