GEA

Glen Eagle Advisors Portfolio holdings

AUM $650M
1-Year Est. Return 15%
This Quarter Est. Return
1 Year Est. Return
+15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1 +$2.82M
2 +$2.01M
3 +$1.07M
4
CAT icon
Caterpillar
CAT
+$879K
5
EPRF icon
Innovator S&P Investment Grade Preferred ETF
EPRF
+$802K

Sector Composition

1 Technology 11.67%
2 Healthcare 10.78%
3 Financials 5.71%
4 Consumer Discretionary 4.9%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$12.3K ﹤0.01%
+186
627
$12.3K ﹤0.01%
95
628
$12.2K ﹤0.01%
8
629
$12.2K ﹤0.01%
200
630
$11.9K ﹤0.01%
200
631
$11.9K ﹤0.01%
600
632
$11.9K ﹤0.01%
255
633
$11.9K ﹤0.01%
+140
634
$11.8K ﹤0.01%
195
635
$11.8K ﹤0.01%
305
+5
636
$11.8K ﹤0.01%
349
637
$11.7K ﹤0.01%
17
+2
638
$11.6K ﹤0.01%
285
639
$11.6K ﹤0.01%
150
640
$11.6K ﹤0.01%
200
-50
641
$11.6K ﹤0.01%
184
642
$11.5K ﹤0.01%
1,300
643
$11.4K ﹤0.01%
200
644
$11.4K ﹤0.01%
200
645
$11.3K ﹤0.01%
500
646
$11.2K ﹤0.01%
100
+60
647
$11.1K ﹤0.01%
800
648
$11.1K ﹤0.01%
195
649
$11.1K ﹤0.01%
+475
650
$10.9K ﹤0.01%
100