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
1351
$1.04K ﹤0.01%
47
1352
$1.03K ﹤0.01%
13
-33
1353
$1.03K ﹤0.01%
+5
1354
$1.03K ﹤0.01%
+365
1355
$1.03K ﹤0.01%
+25
1356
$1.03K ﹤0.01%
100
1357
$1.02K ﹤0.01%
+35
1358
$1.01K ﹤0.01%
+24
1359
$1.01K ﹤0.01%
18
+10
1360
$1K ﹤0.01%
+56
1361
$1K ﹤0.01%
68
+3
1362
$996 ﹤0.01%
+7
1363
$991 ﹤0.01%
+46
1364
$988 ﹤0.01%
28
1365
$985 ﹤0.01%
+500
1366
$984 ﹤0.01%
14
+4
1367
$984 ﹤0.01%
18
+13
1368
$972 ﹤0.01%
+24
1369
$968 ﹤0.01%
+77
1370
$967 ﹤0.01%
38
-1,002
1371
$967 ﹤0.01%
+10
1372
$961 ﹤0.01%
31
+1
1373
$956 ﹤0.01%
+11
1374
$954 ﹤0.01%
+17
1375
$954 ﹤0.01%
39
53 54
55
56 57