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
401
$229K 0.02%
+871
402
$225K 0.02%
234
403
$224K 0.02%
+972
404
$223K 0.02%
2,073
-4,314
405
$222K 0.02%
11,024
+507
406
$219K 0.02%
4,028
-1,162
407
$218K 0.02%
+6,234
408
$217K 0.02%
+2,191
409
$217K 0.02%
+2,493
410
$217K 0.02%
1,580
-15
411
$216K 0.02%
429
-7
412
$215K 0.02%
1,170
-605
413
$214K 0.02%
4,410
-323
414
$214K 0.02%
+1,656
415
$213K 0.02%
+6,970
416
$212K 0.02%
+2,512
417
$212K 0.02%
+5,240
418
$212K 0.02%
+2,255
419
$212K 0.02%
28,978
+12,480
420
$211K 0.02%
+3,103
421
$210K 0.02%
+4,020
422
$210K 0.02%
+4,147
423
$210K 0.02%
+3,069
424
$207K 0.02%
8,430
-550
425
$205K 0.02%
4,179
-557
15 16
17
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