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
251
$495K 0.04%
8,553
+170
252
$490K 0.04%
6,616
+11
253
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7,016
+57
254
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10,135
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255
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7,961
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256
$479K 0.04%
1,838
-32
257
$479K 0.04%
4,080
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258
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259
$473K 0.04%
6,523
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260
$473K 0.04%
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+10
261
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262
$461K 0.04%
5,681
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263
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264
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7,859
-45
265
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266
$458K 0.04%
6,523
+1,038
267
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2,347
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2,303
+10
269
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270
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37,701
+3,199
271
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272
$443K 0.04%
12,597
273
$442K 0.04%
1,015
+107
274
$440K 0.04%
2,134
-546
275
$439K 0.04%
10,416
-1,773
9 10
11
12 13