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
351
$298K 0.03%
6,941
-3
352
$294K 0.03%
4,275
-24
353
$293K 0.03%
4,003
+328
354
$293K 0.03%
7,929
+314
355
$293K 0.03%
5,830
+39
356
$290K 0.03%
11,252
-296
357
$289K 0.03%
6,835
-56
358
$288K 0.03%
26,045
+317
359
$287K 0.03%
+21,780
360
$281K 0.02%
541
361
$279K 0.02%
15,147
-1,280
362
$278K 0.02%
7,698
-323
363
$278K 0.02%
3,229
+118
364
$277K 0.02%
1,402
+122
365
$277K 0.02%
+4,046
366
$275K 0.02%
+2,765
367
$275K 0.02%
5,800
+960
368
$269K 0.02%
10,927
+2,750
369
$269K 0.02%
+3,715
370
$267K 0.02%
7,103
+172
371
$266K 0.02%
+9,836
372
$265K 0.02%
4,550
-950
373
$263K 0.02%
10,557
-726
374
$263K 0.02%
1,990
+30
375
$263K 0.02%
6,448
+198
13 14
15
16 17