GLA
Good Life Advisors Portfolio holdings
AUM
$1.6B
1-Year Return
15.83%
This Quarter Return
+1.99%
1 Year Return
+15.83%
3 Year Return
+59.98%
5 Year Return
+94.46%
10 Year Return
–
AUM
$314M
AUM Growth
+$19.2M
(+6.5%)
Cap. Flow
+$9.46M
Cap. Flow
% of AUM
3.01%
Top 10 Holdings %
Top 10 Hldgs %
43.73%
Holding
246
New
29
Increased
113
Reduced
80
Closed
12
Top Buys
| 1 |
Invesco S&P 100 Equal Weight ETF
EQWL
|
$2.86M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.53M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.18M |
| 4 |
Cardinal Health
CAH
|
$657K |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$625K |
Top Sells
Sector Composition
| 1 | Technology | 3.99% |
| 2 | Financials | 3.38% |
| 3 | Communication Services | 3.36% |
| 4 | Industrials | 3.32% |
| 5 | Energy | 3.29% |
