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
$718M
AUM Growth
-$83.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8.42M
3
+$6.84M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$6.17M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$6.12M

Top Sells

1
+$11.2M
2
+$9.54M
3
+$4.31M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.3M
5
WMT icon
Walmart
WMT
+$1.26M

Sector Composition

1 Technology 7.38%
2 Financials 2.75%
3 Consumer Staples 2.5%
4 Industrials 2.46%
5 Consumer Discretionary 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$276K 0.04%
4,443
-357
277
$274K 0.04%
1,554
-327
278
$273K 0.04%
13,079
-18,575
279
$272K 0.04%
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280
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7,866
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281
$271K 0.04%
3,175
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282
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283
$267K 0.04%
2,056
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284
$264K 0.04%
8,053
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285
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15,590
+972
286
$260K 0.04%
8,728
+1,204
287
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5,567
288
$256K 0.04%
7,848
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289
$254K 0.04%
+18,837
290
$254K 0.04%
+10,550
291
$252K 0.04%
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292
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293
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1,476
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294
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295
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296
$241K 0.03%
16,389
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297
$235K 0.03%
1,341
+120
298
$233K 0.03%
12,647
-200
299
$233K 0.03%
4,131
300
$230K 0.03%
+4,403
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