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
1226
$1.51K ﹤0.01%
+45
1227
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+80
1228
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+3
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48
1234
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+488
1235
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+26
1236
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15
1237
$1.49K ﹤0.01%
+44
1238
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12
-3
1239
$1.49K ﹤0.01%
+39
1240
$1.48K ﹤0.01%
+501
1241
$1.47K ﹤0.01%
+8
1242
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1243
$1.47K ﹤0.01%
+8
1244
$1.47K ﹤0.01%
+20
1245
$1.47K ﹤0.01%
47
1246
$1.47K ﹤0.01%
+35
1247
$1.46K ﹤0.01%
+34
1248
$1.46K ﹤0.01%
1,000
1249
$1.45K ﹤0.01%
+7
1250
$1.45K ﹤0.01%
145
-317
48 49
50
51 52