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
1251
$1.45K ﹤0.01%
100
1252
$1.44K ﹤0.01%
17
+10
1253
$1.44K ﹤0.01%
+183
1254
$1.44K ﹤0.01%
10
-2
1255
$1.44K ﹤0.01%
+13
1256
$1.44K ﹤0.01%
+5
1257
$1.44K ﹤0.01%
+21
1258
$1.43K ﹤0.01%
+10
1259
$1.41K ﹤0.01%
+3
1260
$1.41K ﹤0.01%
+54
1261
$1.41K ﹤0.01%
+27
1262
$1.4K ﹤0.01%
25
1263
$1.4K ﹤0.01%
+137
1264
$1.4K ﹤0.01%
25
1265
$1.39K ﹤0.01%
+41
1266
$1.39K ﹤0.01%
+9
1267
$1.38K ﹤0.01%
+1
1268
$1.38K ﹤0.01%
371
-75
1269
$1.37K ﹤0.01%
+43
1270
$1.36K ﹤0.01%
+31
1271
$1.36K ﹤0.01%
22
-15
1272
$1.36K ﹤0.01%
157
1273
$1.35K ﹤0.01%
+21
1274
$1.33K ﹤0.01%
+50
1275
$1.33K ﹤0.01%
5
49 50
51
52 53