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
351
$216K 0.03%
5,461
+3
352
$215K 0.03%
2,341
+41
353
$215K 0.03%
3,422
-732
354
$215K 0.03%
+3,771
355
$215K 0.03%
3,736
-557
356
$214K 0.03%
959
-220
357
$214K 0.03%
+2,579
358
$214K 0.03%
8,755
+72
359
$213K 0.03%
+1,068
360
$208K 0.03%
+3,115
361
$208K 0.03%
+1,776
362
$207K 0.03%
+4,417
363
$207K 0.03%
+906
364
$206K 0.03%
+6,625
365
$202K 0.03%
+1,017
366
$202K 0.03%
2,512
-174
367
$201K 0.03%
+1,641
368
$201K 0.03%
17,512
-88
369
$197K 0.03%
18,928
370
$194K 0.02%
+10,472
371
$193K 0.02%
13,786
372
$191K 0.02%
15,306
+2,744
373
$182K 0.02%
15,238
+424
374
$180K 0.02%
10,535
375
$166K 0.02%
23,883
+683
13 14
15
16 17