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
$427M
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$2.86M
3
+$2.41M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.09M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.81M

Top Sells

1
+$2.98M
2
+$1.37M
3
+$1.26M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.22M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.05M

Sector Composition

1 Technology 7.63%
2 Communication Services 3.55%
3 Consumer Discretionary 3.15%
4 Industrials 2.85%
5 Financials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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280
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281
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282
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283
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