Good Life Advisors Portfolio holdings
Top Buys
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$13.3M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$11.3M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$7.09M |
| 4 |
Hartford Multifactor Developed Markets ex-US ETF
RODM
|
+$2.53M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.76M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 71.36% |
| 2 | Technology | 7.38% |
| 3 | Communication Services | 3.73% |
| 4 | Healthcare | 2.98% |
| 5 | Consumer Discretionary | 2.91% |
Similar funds
Good Life Advisors's Q2 2020 Portfolio in Review
As of Q2 2020, Good Life Advisors held 269 positions worth $333M, up 21% from $276M the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Good Life Advisors deployed $14.5M of net new capital in Q2 2020, opening 49 new positions and adding to 84 existing holdings. Its largest new stake was State Street SPDR Bloomberg Short Term High Yield Bond ETF: 281,059 shares worth $7.09M.
By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, down from 72% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $13.3M trimmed.
- Good Life Advisors's largest Q2 2020 buy was State Street SPDR Bloomberg Short Term High Yield Bond ETF: 281,059 shares worth $7.09M.
- Good Life Advisors added most to State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020, an estimated $13M increase.
- Good Life Advisors's biggest Q2 2020 reduction was iShares Core S&P 500 ETF, cutting an estimated $13.3M.
- Good Life Advisors fully exited iShares Core MSCI Emerging Markets ETF in Q2 2020, selling an estimated $1.54M.
- Good Life Advisors's ten largest holdings make up 37% of its $333M portfolio in Q2 2020.
- Good Life Advisors opened 49 new positions and closed 16 in Q2 2020.
- Good Life Advisors's portfolio value rose 21% quarter-over-quarter to $333M.
Based on Good Life Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.