GLA

Good Life Advisors Portfolio holdings

AUM $1.6B
1-Year Est. Return 15.83%
This Quarter Est. Return
1 Year Est. Return
+15.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.7M
3
+$7.09M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$6.87M
5
SPBO icon
SPDR Portfolio Corporate Bond ETF
SPBO
+$3.49M

Top Sells

1
+$14.1M
2
+$12.1M
3
+$7.17M
4
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$2.63M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Technology 7.38%
2 Communication Services 3.73%
3 Healthcare 2.98%
4 Consumer Discretionary 2.91%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$207K 0.06%
+3,408
227
$206K 0.06%
+2,689
228
$205K 0.06%
+3,953
229
$202K 0.06%
+5,679
230
$201K 0.06%
2,972
-652
231
$185K 0.06%
22,065
+4,100
232
$169K 0.05%
52,340
+674
233
$161K 0.05%
10,750
-1,324
234
$154K 0.05%
12,427
+13
235
$146K 0.04%
36,309
+479
236
$145K 0.04%
12,979
-830
237
$143K 0.04%
30,942
+28
238
$143K 0.04%
31,939
+7,199
239
$137K 0.04%
11,255
-936
240
$136K 0.04%
12,520
+198
241
$121K 0.04%
4,599
+288
242
$113K 0.03%
7,785
+59
243
$84K 0.03%
14,242
244
$74K 0.02%
4,181
245
$57K 0.02%
10,639
246
$44K 0.01%
+11,363
247
$36K 0.01%
+1,250
248
$32K 0.01%
1,000
249
– –
0
250
$13K ﹤0.01%
+12,985
7 8 9
10
11