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
$276M
AUM Growth
-$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$18.7M
2 +$5.18M
3 +$3.11M
4
GLD icon
SPDR Gold Trust
GLD
+$2.12M
5
MSFT icon
Microsoft
MSFT
+$1.35M

Top Sells

1 +$15.2M
2 +$7.37M
3 +$5.62M
4
RIGS icon
RiverFront Strategic Income Fund
RIGS
+$3.57M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.25M

Sector Composition

1 Technology 6.38%
2 Communication Services 4.02%
3 Financials 3.1%
4 Healthcare 2.88%
5 Consumer Staples 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-3,376
277
-7,005