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
$801M
AUM Growth
-$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.57M
3
+$7.49M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$6.48M
5
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$3.35M

Top Sells

1
+$8.32M
2
+$7.47M
3
+$6.59M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.63M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$3.18M

Sector Composition

1 Technology 8.86%
2 Financials 2.89%
3 Consumer Discretionary 2.72%
4 Consumer Staples 2.63%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$276K 0.03%
2,122
-143
302
$276K 0.03%
14,618
+1,278
303
$275K 0.03%
8,431
304
$274K 0.03%
2,486
-28
305
$273K 0.03%
7,133
+293
306
$273K 0.03%
2,509
-77
307
$269K 0.03%
+4,749
308
$267K 0.03%
2,004
+68
309
$267K 0.03%
1,518
+321
310
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+1,967
311
$266K 0.03%
2,253
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312
$266K 0.03%
805
-80
313
$266K 0.03%
4,882
+152
314
$264K 0.03%
1,957
+274
315
$262K 0.03%
4,776
-88
316
$262K 0.03%
19,334
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317
$262K 0.03%
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318
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319
$252K 0.03%
2,244
-69
320
$250K 0.03%
961
-47
321
$250K 0.03%
2,967
322
$249K 0.03%
1,362
-50
323
$248K 0.03%
18,870
+6,949
324
$247K 0.03%
3,832
+212
325
$246K 0.03%
+6,515
11 12
13
14 15