FLA
Financial Life Advisors Portfolio holdings
AUM
$292M
This Quarter Return
+3.06%
1 Year Return
+10.27%
3 Year Return
+31.29%
5 Year Return
+34.77%
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.39%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$11.9M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$10.9M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$9.38M |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$8.86M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$7.85M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 0.59% |
| 2 | Consumer Staples | 0.32% |
| 3 | Industrials | 0.18% |
