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
451
$11.5K 0.01%
106
452
$11.3K 0.01%
95
453
$11.2K 0.01%
130
454
$11.1K 0.01%
500
455
$11K 0.01%
312
456
$11K 0.01%
800
457
$10.9K 0.01%
225
458
$10.8K 0.01%
200
459
$10.8K 0.01%
191
+2
460
$10.7K 0.01%
200
461
$10.6K 0.01%
66
462
$10.6K 0.01%
880
463
$10.5K 0.01%
314
464
$10.5K 0.01%
205
+55
465
$10.5K 0.01%
156
466
$10.4K 0.01%
+130
467
$10.3K 0.01%
136
468
$10.1K 0.01%
200
469
$10K 0.01%
85
470
$9.94K 0.01%
225
-25
471
$9.88K 0.01%
+593
472
$9.72K 0.01%
65
+1
473
$9.48K 0.01%
150
474
$9.44K 0.01%
174
475
$9.44K 0.01%
200
17 18
19
20 21