GEA

Glen Eagle Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,191
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.77M
3
+$1.26M
4
PEG icon
Public Service Enterprise Group
PEG
+$833K
5
BUFT icon
FT Vest Buffered Allocation Defensive ETF
BUFT
+$810K

Top Sells

1
+$3M
2
+$631K
3
+$564K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$543K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$506K

Sector Composition

1 Healthcare 10.69%
2 Technology 9.44%
3 Financials 5.85%
4 Consumer Staples 4.92%
5 Industrials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$53.5K 0.01%
1,591
-155
352
$51.5K 0.01%
600
-11
353
$51.2K 0.01%
166
+2
354
$50.7K 0.01%
150
355
$50.7K 0.01%
3,015
356
$50.6K 0.01%
397
357
$50.5K 0.01%
1,438
+43
358
$50.4K 0.01%
590
-325
359
$50.3K 0.01%
506
+50
360
$49.8K 0.01%
2,170
361
$49.8K 0.01%
667
362
$49.2K 0.01%
1,077
363
$49.2K 0.01%
1,759
-70
364
$48.6K 0.01%
396
365
$48.2K 0.01%
2,200
366
$47.6K 0.01%
320
+270
367
$46.9K 0.01%
450
+315
368
$46K 0.01%
164
369
$45.4K 0.01%
1,529
+184
370
$45K 0.01%
194
+6
371
$44.7K 0.01%
446
372
$43.7K 0.01%
323
373
$43.6K 0.01%
375
+1
374
$43.5K 0.01%
+1,300
375
$43.3K 0.01%
482
+312
13 14
15
16 17