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
376
$161K 0.02%
51,341
+599
377
$153K 0.02%
10,149
-2,817
378
$149K 0.02%
11,832
+13
379
$138K 0.02%
7,322
+45
380
$132K 0.02%
17,142
+142
381
$120K 0.02%
10,895
382
$118K 0.02%
30,941
383
$109K 0.01%
11,092
+51
384
$108K 0.01%
12,377
-98
385
$104K 0.01%
17,063
-20,444
386
$96.9K 0.01%
20,323
-17,957
387
$81.5K 0.01%
20,575
-1,108
388
$75.6K 0.01%
14,241
389
$67.3K 0.01%
+10,415
390
$65.3K 0.01%
11,377
391
$56.2K 0.01%
4,181
392
$38.7K ﹤0.01%
916
-877
393
$31.6K ﹤0.01%
+18,000
394
$28.1K ﹤0.01%
11,123
395
$13.3K ﹤0.01%
250
396
$440 ﹤0.01%
+14,250
397
– –
-2,004
398
– –
-5,274
399
– –
-2,453
400
– –
-1,389
13 14 15
16
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