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
301
$292K 0.04%
1,541
+6
302
$292K 0.04%
1,838
-533
303
$288K 0.04%
2,628
-323
304
$285K 0.04%
5,869
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305
$284K 0.04%
7,654
+38
306
$281K 0.04%
5,163
-695
307
$280K 0.04%
5,354
+1,176
308
$280K 0.04%
63,113
+33,004
309
$278K 0.04%
7,199
+243
310
$277K 0.04%
9,568
-14,557
311
$275K 0.04%
1,110
+3
312
$274K 0.04%
6,542
-1,963
313
$271K 0.03%
2,983
-5
314
$271K 0.03%
76,000
+1,000
315
$267K 0.03%
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16,596
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317
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318
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2,953
-15
319
$259K 0.03%
1,704
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320
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3,210
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321
$257K 0.03%
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322
$257K 0.03%
11,572
-280,446
323
$256K 0.03%
+7,679
324
$255K 0.03%
5,320
325
$253K 0.03%
+994
11 12
13
14 15