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
326
$251K 0.03%
4,234
+151
327
$250K 0.03%
433
-39
328
$246K 0.03%
+1,792
329
$244K 0.03%
+2,410
330
$244K 0.03%
+4,390
331
$241K 0.03%
+1,146
332
$240K 0.03%
2,898
+405
333
$239K 0.03%
18,557
334
$235K 0.03%
+2,525
335
$235K 0.03%
13,022
+1,170
336
$234K 0.03%
13,177
+274
337
$230K 0.03%
+8,258
338
$227K 0.03%
1,216
339
$225K 0.03%
+85
340
$225K 0.03%
4,352
341
$221K 0.03%
+8,872
342
$221K 0.03%
+7,483
343
$219K 0.03%
+8,365
344
$218K 0.03%
+2,663
345
$218K 0.03%
+3,301
346
$217K 0.03%
7,600
347
$217K 0.03%
7,524
348
$217K 0.03%
1,681
349
$216K 0.03%
2,436
350
$216K 0.03%
+649
12 13
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