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
$1.13B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$11M
3
+$4.03M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$3.46M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.23M

Top Sells

1
+$34.4M
2
+$3.4M
3
+$2.26M
4
BX icon
Blackstone
BX
+$1.79M
5
ADM icon
Archer Daniels Midland
ADM
+$1.79M

Sector Composition

1 Technology 9.8%
2 Consumer Discretionary 2.95%
3 Healthcare 2.87%
4 Financials 2.46%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$567K 0.05%
17,283
+1
227
$560K 0.05%
6,312
-1,889
228
$556K 0.05%
3,177
+27
229
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21,998
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230
$544K 0.05%
6,646
-198
231
$541K 0.05%
54,038
+2,222
232
$538K 0.05%
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233
$535K 0.05%
2,607
-6,776
234
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4,618
+11
235
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16,772
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236
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20,611
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239
$524K 0.05%
10,199
-1,563
240
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241
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243
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244
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245
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246
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86,300
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247
$507K 0.05%
27,801
+35
248
$499K 0.04%
17,109
-286
249
$498K 0.04%
22,074
-1,311
250
$497K 0.04%
1,853
-517
8 9
10
11 12