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
251
$378K 0.05%
12,658
-176
252
$377K 0.05%
11,873
-283
253
$373K 0.05%
4,541
-293
254
$370K 0.05%
4,985
+308
255
$368K 0.05%
+7,687
256
$367K 0.05%
6,506
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257
$367K 0.05%
3,276
+222
258
$366K 0.05%
1,448
-3
259
$364K 0.05%
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260
$364K 0.05%
544
-22
261
$360K 0.05%
+22,546
262
$359K 0.05%
4,339
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263
$359K 0.05%
8,875
+107
264
$358K 0.05%
4,746
+133
265
$358K 0.05%
10,507
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266
$357K 0.05%
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267
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268
$355K 0.05%
773
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269
$353K 0.05%
34,773
-4,230
270
$351K 0.04%
20,017
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271
$345K 0.04%
4,784
+76
272
$342K 0.04%
9,692
-81
273
$342K 0.04%
8,843
+328
274
$342K 0.04%
+1,195
275
$340K 0.04%
4,875
-168
9 10
11
12 13