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
$824M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$3.59M
3
+$3.18M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.15M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.55M

Top Sells

1
+$3.6M
2
+$3.59M
3
+$2.76M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.59M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.12M

Sector Composition

1 Technology 10.55%
2 Consumer Discretionary 3.05%
3 Financials 3%
4 Communication Services 2.36%
5 Consumer Staples 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$221K 0.03%
+7,287
352
$221K 0.03%
1,412
-25
353
$219K 0.03%
3,239
-1
354
$215K 0.03%
2,457
-248
355
$215K 0.03%
+4,152
356
$214K 0.03%
1,197
-375
357
$213K 0.03%
+8,712
358
$212K 0.03%
13,340
-991
359
$211K 0.03%
+3,620
360
$211K 0.03%
+8,431
361
$208K 0.03%
+3,110
362
$207K 0.03%
4,318
-3,161
363
$207K 0.03%
21,330
+1,650
364
$205K 0.02%
812
-257
365
$205K 0.02%
1,553
-114
366
$205K 0.02%
+1,788
367
$204K 0.02%
+359
368
$204K 0.02%
49,821
-4,893
369
$204K 0.02%
+1,017
370
$203K 0.02%
+1,766
371
$202K 0.02%
11,094
+450
372
$201K 0.02%
4,792
-18,592
373
$201K 0.02%
+6,398
374
$200K 0.02%
+5,577
375
$200K 0.02%
+2,295
13 14
15
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