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
26
$6.46M 0.82%
318,425
+7,262
27
$6.45M 0.82%
336,631
+7,810
28
$6.43M 0.82%
88,409
+22,658
29
$6.36M 0.81%
19,817
-172
30
$6.27M 0.8%
176,567
+20,010
31
$6.01M 0.77%
81,890
-1,496
32
$5.69M 0.73%
118,777
-45,706
33
$5.62M 0.72%
58,155
-13,321
34
$5.52M 0.7%
74,709
+17,986
35
$5.5M 0.7%
13,431
-247
36
$5.18M 0.66%
177,054
-3,753
37
$5.1M 0.65%
49,370
+2,779
38
$5.03M 0.64%
80,680
-6,682
39
$4.82M 0.62%
34,911
-1,544
40
$4.8M 0.61%
95,890
+46,325
41
$4.71M 0.6%
47,436
-1,666
42
$4.7M 0.6%
55,931
+309
43
$4.64M 0.59%
28,443
+408
44
$4.48M 0.57%
24,439
-12,795
45
$4.35M 0.56%
146,878
-107,997
46
$4.32M 0.55%
20,834
+6,522
47
$4.21M 0.54%
8,463
+34
48
$3.91M 0.5%
114,569
+24,669
49
$3.85M 0.49%
+47,962
50
$3.84M 0.49%
29,470
+1,109
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2
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