FLA
Financial Life Advisors Portfolio holdings
AUM
$292M
1-Year Est. Return
10.27%
1 Year Est. Return
+10.27%
AUM
$292M
AUM Growth
+$24M
(+8.9%)
Holding
51
Top Buys
| 1 | +$2.68M | |
| 2 | +$2.48M | |
| 3 | +$1.83M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$1.54M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$1.4M |
Top Sells
| 1 | +$3.33M | |
| 2 | +$2.04M | |
| 3 | +$1.21M | |
| 4 |
iShares Global Energy ETF
IXC
|
+$1.04M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$981K |
Sector Composition
| 1 | Healthcare | 0.37% |
| 2 | Consumer Discretionary | 0.28% |
| 3 | Technology | 0.13% |
| 4 | Energy | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.1B
| – | – |
-5,457
|
|