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
$1.13B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$11M
3
+$4.03M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$3.46M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.23M

Top Sells

1
+$34.4M
2
+$3.4M
3
+$2.26M
4
BX icon
Blackstone
BX
+$1.79M
5
ADM icon
Archer Daniels Midland
ADM
+$1.79M

Sector Composition

1 Technology 9.8%
2 Consumer Discretionary 2.95%
3 Healthcare 2.87%
4 Financials 2.46%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$377K 0.03%
2,523
-196
302
$376K 0.03%
1,059
303
$375K 0.03%
13,628
-673
304
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305
$370K 0.03%
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306
$366K 0.03%
+17,917
307
$365K 0.03%
4,181
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308
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309
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1,973
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310
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-190
311
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2,657
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312
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+14,809
313
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2,551
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314
$347K 0.03%
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315
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316
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15,966
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16,842
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320
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321
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322
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2,770
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$341K 0.03%
8,209
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324
$340K 0.03%
1,061
+115
325
$339K 0.03%
18,506
-478
11 12
13
14 15