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
1326
$1.11K ﹤0.01%
10
-3
1327
$1.1K ﹤0.01%
76
1328
$1.1K ﹤0.01%
+7
1329
$1.1K ﹤0.01%
+19
1330
$1.1K ﹤0.01%
38
+32
1331
$1.1K ﹤0.01%
+13
1332
$1.1K ﹤0.01%
53
+33
1333
$1.09K ﹤0.01%
+5
1334
$1.09K ﹤0.01%
+11
1335
$1.09K ﹤0.01%
+34
1336
$1.08K ﹤0.01%
500
1337
$1.08K ﹤0.01%
23
1338
$1.08K ﹤0.01%
17
1339
$1.08K ﹤0.01%
+40
1340
$1.08K ﹤0.01%
+35
1341
$1.08K ﹤0.01%
20
1342
$1.07K ﹤0.01%
+6
1343
$1.07K ﹤0.01%
33
+1
1344
$1.07K ﹤0.01%
+14
1345
$1.07K ﹤0.01%
+43
1346
$1.07K ﹤0.01%
40
1347
$1.06K ﹤0.01%
+2
1348
$1.06K ﹤0.01%
+3
1349
$1.05K ﹤0.01%
145
1350
$1.04K ﹤0.01%
+77
52 53
54
55 56