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
826
$3.48K ﹤0.01%
175
827
$3.48K ﹤0.01%
50
828
$3.45K ﹤0.01%
39
+13
829
$3.44K ﹤0.01%
375
830
$3.44K ﹤0.01%
64
831
$3.42K ﹤0.01%
60
832
$3.37K ﹤0.01%
14
833
$3.34K ﹤0.01%
44
834
$3.34K ﹤0.01%
118
835
$3.33K ﹤0.01%
+41
836
$3.32K ﹤0.01%
37
837
$3.32K ﹤0.01%
30
838
$3.31K ﹤0.01%
56
839
$3.31K ﹤0.01%
170
840
$3.29K ﹤0.01%
49
+4
841
$3.28K ﹤0.01%
11
842
$3.22K ﹤0.01%
108
843
$3.15K ﹤0.01%
1
844
$3.14K ﹤0.01%
50
845
$3.14K ﹤0.01%
45
-10
846
$3.09K ﹤0.01%
85
847
$3.08K ﹤0.01%
150
848
$3.04K ﹤0.01%
61
849
$3.04K ﹤0.01%
150
850
$3K ﹤0.01%
38
32 33
34
35 36