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
901
$2.09K ﹤0.01%
+345
902
$2.09K ﹤0.01%
49
903
$2.08K ﹤0.01%
35
904
$2.05K ﹤0.01%
100
905
$2.04K ﹤0.01%
+29
906
$2.04K ﹤0.01%
100
907
$2.03K ﹤0.01%
47
908
$2.02K ﹤0.01%
30
909
$2.02K ﹤0.01%
63
+1
910
$2K ﹤0.01%
7
911
$2K ﹤0.01%
41
912
$1.99K ﹤0.01%
20
+12
913
$1.98K ﹤0.01%
21
+2
914
$1.97K ﹤0.01%
25
915
$1.97K ﹤0.01%
265
916
$1.96K ﹤0.01%
100
917
$1.95K ﹤0.01%
61
+21
918
$1.92K ﹤0.01%
10
919
$1.91K ﹤0.01%
61
920
$1.9K ﹤0.01%
48
921
$1.88K ﹤0.01%
10
922
$1.87K ﹤0.01%
32
923
$1.86K ﹤0.01%
100
924
$1.83K ﹤0.01%
163
925
$1.81K ﹤0.01%
100
35 36
37
38 39