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
276
$337K 0.04%
4,061
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277
$332K 0.04%
7,355
-61
278
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29,630
+1,714
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281
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282
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7,498
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283
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284
$317K 0.04%
+1,851
285
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286
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287
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288
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4,368
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290
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291
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293
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294
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295
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3,273
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296
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297
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18,108
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298
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3,078
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299
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1,231
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300
$292K 0.04%
5,567
10 11
12
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