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
$783M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$7.36M
3
+$6.78M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.85M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$3.09M

Top Sells

1
+$13.5M
2
+$6.22M
3
+$6.01M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.2M
5
GLD icon
SPDR Gold Trust
GLD
+$2.34M

Sector Composition

1 Technology 8.9%
2 Financials 3.06%
3 Consumer Discretionary 2.63%
4 Consumer Staples 2.59%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$435K 0.06%
26,942
+211
227
$432K 0.06%
1,939
228
$430K 0.05%
5,563
229
$429K 0.05%
5,681
+35
230
$429K 0.05%
11,259
-638
231
$428K 0.05%
13,158
+458
232
$427K 0.05%
13,666
-178
233
$426K 0.05%
+5,591
234
$425K 0.05%
4,973
-349
235
$424K 0.05%
15,256
-2,546
236
$419K 0.05%
1,977
-123
237
$415K 0.05%
1,269
+346
238
$415K 0.05%
3,744
+264
239
$415K 0.05%
4,183
+472
240
$411K 0.05%
+5,985
241
$405K 0.05%
6,855
+390
242
$402K 0.05%
4,639
-55
243
$402K 0.05%
1,857
-20
244
$390K 0.05%
3,406
+2
245
$386K 0.05%
2,609
-473
246
$386K 0.05%
1,594
-2
247
$385K 0.05%
9,544
-8,912
248
$384K 0.05%
+7,716
249
$381K 0.05%
6,948
+54
250
$380K 0.05%
6,272
8 9
10
11 12