FLA

Financial Life Advisors Portfolio holdings

AUM $311M
1-Year Est. Return 11.17%
This Quarter Est. Return
1 Year Est. Return
+11.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$4.46M
3
+$3.66M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.48M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.33M

Top Sells

1
+$7M
2
+$4.93M
3
+$4.58M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.92M
5
IXC icon
iShares Global Energy ETF
IXC
+$1.26M

Sector Composition

1 Healthcare 0.33%
2 Consumer Discretionary 0.25%
3 Technology 0.16%
4 Energy 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$200K 0.07%
728
52
– –
-3,672
53
– –
-2,362
54
– –
-859
1 2
3