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
$724M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$2.99M
3
+$2.24M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.78M
5
CPAY icon
Corpay
CPAY
+$1.58M

Top Sells

1
+$12.6M
2
+$5.35M
3
+$3.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.75M
5
PYPL icon
PayPal
PYPL
+$1.3M

Sector Composition

1 Technology 7.41%
2 Financials 3.24%
3 Consumer Staples 2.82%
4 Industrials 2.67%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$208K 0.03%
8,683
-900
327
$207K 0.03%
8,008
-2,226
328
$207K 0.03%
+3,738
329
$205K 0.03%
5,306
-138,102
330
$203K 0.03%
+3,939
331
$202K 0.03%
+5,458
332
$202K 0.03%
+1,389
333
$197K 0.03%
17,600
-1,180
334
$197K 0.03%
18,928
335
$185K 0.03%
13,786
336
$181K 0.03%
38,280
337
$173K 0.02%
37,507
+2,106
338
$172K 0.02%
10,535
339
$170K 0.02%
14,814
+218
340
$170K 0.02%
23,200
+366
341
$155K 0.02%
50,742
+559
342
$149K 0.02%
12,562
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343
$142K 0.02%
+30,109
344
$140K 0.02%
7,277
+41
345
$137K 0.02%
+11,819
346
$123K 0.02%
12,966
-479
347
$123K 0.02%
10,895
348
$122K 0.02%
30,941
-1
349
$121K 0.02%
+17,000
350
$113K 0.02%
594
-46
11 12 13
14
15