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
$233M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$3.82M
3 +$2.85M
4
IYW icon
iShares US Technology ETF
IYW
+$2.78M
5
SPBO icon
SPDR Portfolio Corporate Bond ETF
SPBO
+$2.74M

Sector Composition

1 Healthcare 0.24%
2 Consumer Discretionary 0.11%
3 Energy 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-49,488
77
-19,549
78
-14,314