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
$427M
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$2.86M
3
+$2.41M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.09M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.81M

Top Sells

1
+$2.98M
2
+$1.37M
3
+$1.26M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.22M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.05M

Sector Composition

1 Technology 7.63%
2 Communication Services 3.55%
3 Consumer Discretionary 3.15%
4 Industrials 2.85%
5 Financials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$228K 0.05%
+8,819
227
$228K 0.05%
+9,039
228
$227K 0.05%
1,107
-14
229
$226K 0.05%
2,851
-270
230
$226K 0.05%
4,631
-368
231
$226K 0.05%
2,757
-230
232
$225K 0.05%
+2,904
233
$224K 0.05%
+3,622
234
$223K 0.05%
+783
235
$223K 0.05%
2,346
236
$222K 0.05%
+305
237
$222K 0.05%
9,028
-560
238
$218K 0.05%
14,870
+281
239
$217K 0.05%
+463
240
$213K 0.05%
+4,360
241
$213K 0.05%
22,065
242
$212K 0.05%
+1,062
243
$212K 0.05%
+8,900
244
$211K 0.05%
+1,335
245
$209K 0.05%
+4,839
246
$208K 0.05%
4,126
+1
247
$207K 0.05%
6,198
-703
248
$206K 0.05%
+973
249
$206K 0.05%
2,792
-1,097
250
$206K 0.05%
+2,468
8 9
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