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
401
$36.9K 0.01%
925
+30
402
$36.5K 0.01%
1,127
-270
403
$36.1K 0.01%
201
404
$34.9K 0.01%
200
405
$34.8K 0.01%
220
+101
406
$34.7K 0.01%
763
+732
407
$34.4K 0.01%
400
408
$34.4K 0.01%
558
+204
409
$34.3K 0.01%
1,400
410
$34K 0.01%
1,350
+630
411
$33.5K 0.01%
264
-207
412
$33.2K 0.01%
400
413
$33.1K 0.01%
250
414
$32.7K 0.01%
1,000
415
$32.7K 0.01%
221
+21
416
$32.5K 0.01%
400
417
$32.4K 0.01%
1,003
+5
418
$32.1K 0.01%
353
419
$31.9K 0.01%
184
420
$31.5K 0.01%
93
421
$31.4K 0.01%
1,530
-346
422
$31.4K 0.01%
634
-120
423
$30.7K 0.01%
539
+6
424
$30.6K 0.01%
642
-12
425
$30.6K 0.01%
2,904
-1,750
15 16
17
18 19