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
301
$230K 0.03%
2,262
+18
302
$229K 0.03%
2,410
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303
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304
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-265
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306
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2,004
307
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308
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309
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310
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+3,023
311
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-18
312
$213K 0.03%
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313
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+15,719
314
$210K 0.03%
6,426
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315
$210K 0.03%
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316
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321
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5,350
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322
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+5,323
323
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2,426
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324
$203K 0.03%
1,047
-27
325
$203K 0.03%
18,928
11 12
13
14 15