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
$593M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.02M
3
+$1.87M
4
BUFZ icon
FT Vest Laddered Moderate Buffer ETF
BUFZ
+$1.64M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.57M

Top Sells

1
+$1.43M
2
+$856K
3
+$582K
4
JNJ icon
Johnson & Johnson
JNJ
+$576K
5
NOW icon
ServiceNow
NOW
+$474K

Sector Composition

1 Technology 14.59%
2 Healthcare 6.97%
3 Financials 4.87%
4 Consumer Discretionary 4.22%
5 Consumer Staples 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$76.9K 0.01%
860
-105
352
$76.5K 0.01%
1,496
+8
353
$76K 0.01%
1,490
-390
354
$75.6K 0.01%
624
355
$75.4K 0.01%
1,951
+15
356
$74.7K 0.01%
461
+1
357
$74K 0.01%
327
-100
358
$73.8K 0.01%
71
359
$73.3K 0.01%
1,225
360
$73.3K 0.01%
116
361
$72.1K 0.01%
254
362
$71.7K 0.01%
17
363
$71.5K 0.01%
282
364
$71K 0.01%
847
365
$70.9K 0.01%
1,500
366
$69.8K 0.01%
2,725
367
$69.8K 0.01%
3,490
368
$69.4K 0.01%
1,000
369
$69.4K 0.01%
2,725
370
$69.3K 0.01%
2,250
371
$69.2K 0.01%
631
+250
372
$68.6K 0.01%
2,300
+1
373
$68.6K 0.01%
442
374
$68.1K 0.01%
302
-1
375
$67.5K 0.01%
249
+31
13 14
15
16 17