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
451
$41.7K 0.01%
1,177
+8
452
$41.5K 0.01%
470
453
$41.5K 0.01%
167
-170
454
$40.8K 0.01%
12,500
455
$40.7K 0.01%
274
456
$40.6K 0.01%
905
+1
457
$40.4K 0.01%
227
-145
458
$40.4K 0.01%
85
459
$40.2K 0.01%
880
460
$40.2K 0.01%
676
-876
461
$40K 0.01%
1,050
462
$40K 0.01%
541
+19
463
$39.6K 0.01%
230
464
$39.6K 0.01%
1,687
+600
465
$39.3K 0.01%
291
+4
466
$39.2K 0.01%
1,022
+9
467
$39.2K 0.01%
397
468
$38.7K 0.01%
105
469
$38.7K 0.01%
412
+3
470
$38.4K 0.01%
138
+7
471
$38.4K 0.01%
400
472
$38.3K 0.01%
46
473
$38.2K 0.01%
1,597
474
$38.2K 0.01%
85
475
$38.1K 0.01%
1,640
17 18
19
20 21