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
326
$339K 0.03%
2,338
+1
327
$334K 0.03%
5,279
-1,938
328
$333K 0.03%
38,275
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4,750
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330
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1,044
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6,515
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332
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334
$319K 0.03%
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-2,096
335
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2,903
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336
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11,131
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337
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+5,525
338
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3,611
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339
$313K 0.03%
9,510
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340
$312K 0.03%
13,549
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341
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3,345
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7,282
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343
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1,594
344
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18,764
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345
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43,102
+5,630
346
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4,312
-412
347
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1,565
-1,044
348
$299K 0.03%
2,786
-197
349
$298K 0.03%
5,515
-793
350
$298K 0.03%
36,763
-9,622
12 13
14
15 16