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
1301
$1.2K ﹤0.01%
25
+9
1302
$1.19K ﹤0.01%
+197
1303
$1.19K ﹤0.01%
+79
1304
$1.19K ﹤0.01%
24
1305
$1.19K ﹤0.01%
244
1306
$1.19K ﹤0.01%
+108
1307
$1.18K ﹤0.01%
8
1308
$1.18K ﹤0.01%
77
1309
$1.18K ﹤0.01%
+65
1310
$1.18K ﹤0.01%
+77
1311
$1.17K ﹤0.01%
+218
1312
$1.16K ﹤0.01%
+35
1313
$1.16K ﹤0.01%
+5
1314
$1.16K ﹤0.01%
+6
1315
$1.15K ﹤0.01%
+137
1316
$1.15K ﹤0.01%
12
-16
1317
$1.15K ﹤0.01%
8
+7
1318
$1.13K ﹤0.01%
137
1319
$1.13K ﹤0.01%
+13
1320
$1.12K ﹤0.01%
+13
1321
$1.12K ﹤0.01%
7
-2
1322
$1.11K ﹤0.01%
63
1323
$1.11K ﹤0.01%
+21
1324
$1.11K ﹤0.01%
+16
1325
$1.11K ﹤0.01%
+6
51 52
53
54 55