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
326
$244K 0.03%
911
327
$242K 0.03%
6,298
+1,506
328
$242K 0.03%
6,131
+554
329
$240K 0.03%
2,428
330
$239K 0.03%
748
+43
331
$238K 0.03%
1,122
-10,764
332
$237K 0.03%
4,282
-1,063
333
$237K 0.03%
3,108
+44
334
$231K 0.03%
1,759
+196
335
$230K 0.03%
+1,063
336
$228K 0.03%
3,287
-1,931
337
$228K 0.03%
13,646
+146
338
$227K 0.03%
2,573
+44
339
$227K 0.03%
+9,957
340
$226K 0.03%
5,010
-2,696
341
$226K 0.03%
3,902
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342
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+2,620
343
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5,320
344
$224K 0.03%
1,441
345
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346
$223K 0.03%
3,652
-111
347
$222K 0.03%
11,130
348
$220K 0.03%
+1,074
349
$219K 0.03%
1,758
+9
350
$218K 0.03%
18,928
12 13
14
15 16