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
1276
$1.32K ﹤0.01%
+170
1277
$1.32K ﹤0.01%
+101
1278
$1.31K ﹤0.01%
+11
1279
$1.31K ﹤0.01%
33
-14
1280
$1.29K ﹤0.01%
+38
1281
$1.29K ﹤0.01%
32
+4
1282
$1.29K ﹤0.01%
+500
1283
$1.29K ﹤0.01%
+73
1284
$1.29K ﹤0.01%
22
1285
$1.28K ﹤0.01%
+8
1286
$1.28K ﹤0.01%
+1
1287
$1.25K ﹤0.01%
+21
1288
$1.25K ﹤0.01%
+9
1289
$1.25K ﹤0.01%
+38
1290
$1.25K ﹤0.01%
33
+27
1291
$1.23K ﹤0.01%
3
-1
1292
$1.22K ﹤0.01%
+148
1293
$1.22K ﹤0.01%
226
1294
$1.22K ﹤0.01%
338
1295
$1.22K ﹤0.01%
+8
1296
$1.21K ﹤0.01%
29
1297
$1.21K ﹤0.01%
84
1298
$1.2K ﹤0.01%
86
-246
1299
$1.2K ﹤0.01%
+10
1300
$1.2K ﹤0.01%
3
-16
50 51
52
53 54