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
451
$89.1K 0.01%
22,719
-445
452
$76.7K 0.01%
10,565
+231
453
$76.6K 0.01%
14,242
+1
454
$72.9K 0.01%
+10,133
455
$56.9K 0.01%
+1,134
456
$55.9K 0.01%
4,181
457
$44.8K ﹤0.01%
34,229
458
$25.5K ﹤0.01%
+818
459
$17.4K ﹤0.01%
375
460
$4.85K ﹤0.01%
+10,714
461
$4.38K ﹤0.01%
31,250
462
– –
-24,739
463
– –
-1,731
464
– –
-8,192
465
– –
-100
466
– –
-12,533
467
– –
-4,174
468
– –
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469
– –
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470
– –
-7,229
471
– –
-2,514
472
– –
-3,353
473
– –
-5,186
474
– –
-5,808
475
– –
-12,156
16 17 18
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