FLA

Financial Life Advisors Portfolio holdings

AUM $292M
1-Year Est. Return 10.27%
This Quarter Est. Return
1 Year Est. Return
+10.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$31.8K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.69M
3
+$5.24M
4
OEF icon
iShares S&P 100 ETF
OEF
+$4.5M
5
IYW icon
iShares US Technology ETF
IYW
+$1.43M

Top Sells

1
+$5.97M
2
+$5.13M
3
+$4.51M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$4.33M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.66M

Sector Composition

1 Healthcare 0.27%
2 Consumer Discretionary 0.19%
3 Energy 0.09%
4 Technology 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.69%
33,699
-15,365
27
$1.46M 0.63%
22,577
-1,917
28
$1.38M 0.59%
+29,387
29
$1.37M 0.59%
+35,014
30
$1.32M 0.57%
14,066
-2,090
31
$853K 0.37%
26,593
-186,113
32
$810K 0.35%
14,150
-57,330
33
$706K 0.3%
34,048
-352
34
$665K 0.29%
16,192
-19,156
35
$645K 0.28%
5,776
-292
36
$633K 0.27%
9,489
-360
37
$559K 0.24%
7,946
-5,141
38
$470K 0.2%
4,454
-14,873
39
$441K 0.19%
11,264
-1,185
40
$438K 0.19%
2,884
41
$438K 0.19%
2,791
-2,348
42
$422K 0.18%
8,340
-2,213
43
$377K 0.16%
2,602
-351
44
$375K 0.16%
3,465
-741
45
$370K 0.16%
1,734
-527
46
$367K 0.16%
772
-54
47
$336K 0.14%
695
-13
48
$302K 0.13%
+3,959
49
$288K 0.12%
602
50
$282K 0.12%
15,000
1
2
3