GEA

Glen Eagle Advisors Portfolio holdings

AUM $735M
1-Year Est. Return 18.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
740
New
Increased
Reduced
Closed

Top Buys

1
+$603K
2
+$400K
3
+$242K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$240K
5
AMZN icon
Amazon
AMZN
+$216K

Top Sells

1
+$381K
2
+$135K
3
+$95.1K
4
AFL icon
Aflac
AFL
+$82.4K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$69.1K

Sector Composition

1 Technology 8.37%
2 Financials 7.32%
3 Healthcare 7.12%
4 Industrials 4.78%
5 Consumer Discretionary 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$19.9K 0.01%
230
-75
377
$19.9K 0.01%
490
378
$19.8K 0.01%
725
379
$19.5K 0.01%
150
380
$19.5K 0.01%
590
+185
381
$19.2K 0.01%
1,100
+600
382
$19.2K 0.01%
341
383
$19.1K 0.01%
248
+25
384
$18.9K 0.01%
622
+1
385
$18.9K 0.01%
350
+150
386
$18.9K 0.01%
800
387
$18.7K 0.01%
2,200
388
$18.6K 0.01%
1,035
389
$18.3K 0.01%
375
390
$18.3K 0.01%
150
391
$18.3K 0.01%
600
392
$18.2K 0.01%
45
393
$18.1K 0.01%
200
394
$18.1K 0.01%
162
395
$17.8K 0.01%
530
396
$17.2K 0.01%
250
397
$16.9K 0.01%
60
398
$16.6K 0.01%
117
+12
399
$16.4K 0.01%
486
+1
400
$16.1K 0.01%
1,108
+4
14 15
16
17 18