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
$824M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$3.59M
3
+$3.18M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.15M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.55M

Top Sells

1
+$3.6M
2
+$3.59M
3
+$2.76M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.59M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.12M

Sector Composition

1 Technology 10.55%
2 Consumer Discretionary 3.05%
3 Financials 3%
4 Communication Services 2.36%
5 Consumer Staples 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$278K 0.03%
1,134
+103
302
$277K 0.03%
1,055
-63
303
$275K 0.03%
5,124
-254
304
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2,669
305
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+5,671
306
$267K 0.03%
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-121
307
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5,199
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308
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+780
309
$261K 0.03%
4,730
-106
310
$259K 0.03%
2,313
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311
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312
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313
$256K 0.03%
3,064
314
$256K 0.03%
5,106
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315
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3,159
-119
316
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317
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11,130
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319
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2,967
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1,563
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1,495
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$246K 0.03%
13,500
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324
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1,683
-1,056
325
$245K 0.03%
1,715
+6
11 12
13
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