FLA

Financial Life Advisors Portfolio holdings

AUM $324M
1-Year Est. Return 14.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.33M
3
+$1.79M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.42M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.33M

Top Sells

1
+$3.07M
2
+$2.01M
3
+$1.2M
4
IXC icon
iShares Global Energy ETF
IXC
+$1.04M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$968K

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
– –
-5,457
1 2
3