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
376
$262K 0.02%
451
+5
377
$261K 0.02%
72
-21
378
$261K 0.02%
1,396
+58
379
$261K 0.02%
2,621
-550
380
$260K 0.02%
3,005
-732
381
$257K 0.02%
3,429
+17
382
$253K 0.02%
3,767
-404
383
$249K 0.02%
3,844
+123
384
$248K 0.02%
2,810
+3
385
$248K 0.02%
+8,817
386
$248K 0.02%
2,445
+1
387
$248K 0.02%
+164
388
$248K 0.02%
2,946
+62
389
$242K 0.02%
11,699
-887
390
$238K 0.02%
6,453
-1,403
391
$238K 0.02%
6,439
+26
392
$236K 0.02%
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393
$234K 0.02%
12,279
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394
$234K 0.02%
944
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395
$233K 0.02%
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396
$233K 0.02%
5,573
-7,749
397
$231K 0.02%
1,010
-945
398
$231K 0.02%
10,974
+17
399
$229K 0.02%
+3,975
400
$229K 0.02%
2,368
+20
14 15
16
17 18