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
$527M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.27M
3
+$2.84M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.98M
5
ATVI
Activision Blizzard
ATVI
+$1.57M

Top Sells

1
+$2.56M
2
+$2.03M
3
+$1.16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$974K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$944K

Sector Composition

1 Technology 7.71%
2 Communication Services 3.14%
3 Consumer Discretionary 3.08%
4 Industrials 2.77%
5 Financials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$300K 0.06%
1,306
-463
227
$299K 0.06%
4,956
228
$297K 0.06%
2,898
+175
229
$295K 0.06%
5,604
+139
230
$289K 0.05%
+7,222
231
$288K 0.05%
1,737
-138
232
$287K 0.05%
1,666
-71
233
$287K 0.05%
2,678
-243
234
$287K 0.05%
7,263
-4,567
235
$287K 0.05%
10,754
+177
236
$284K 0.05%
324
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237
$284K 0.05%
2,230
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238
$282K 0.05%
1,624
-74
239
$278K 0.05%
8,919
+1,339
240
$274K 0.05%
1,915
+151
241
$271K 0.05%
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-331
242
$270K 0.05%
11,190
-5,918
243
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4,467
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244
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4,465
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245
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+8,187
246
$267K 0.05%
2,635
-122
247
$265K 0.05%
5,862
-292
248
$264K 0.05%
2,593
-1,369
249
$263K 0.05%
1,346
-525
250
$262K 0.05%
14,370
-1,392
8 9
10
11 12