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
26
$9.15M 0.81%
202,262
-5,199
27
$8.81M 0.78%
154,023
-6,806
28
$8.33M 0.74%
45,746
+495
29
$8.13M 0.72%
151,336
+7,685
30
$7.92M 0.7%
48,162
+1,877
31
$7.81M 0.69%
154,817
+1,250
32
$7.1M 0.63%
243,854
+22,617
33
$6.99M 0.62%
76,115
-37,080
34
$6.83M 0.61%
130,049
+1,745
35
$6.46M 0.57%
84,814
-593
36
$6.38M 0.57%
330,667
-19,323
37
$6.3M 0.56%
327,817
-19,147
38
$6.29M 0.56%
307,984
-19,539
39
$6.26M 0.56%
34,269
+3,614
40
$6.22M 0.55%
8,493
+128
41
$5.97M 0.53%
56,384
-387
42
$5.88M 0.52%
106,679
-371
43
$5.83M 0.52%
20,672
+2,012
44
$5.58M 0.5%
21,469
+12,445
45
$5.33M 0.47%
113,884
+16,182
46
$4.99M 0.44%
22,185
+6,452
47
$4.97M 0.44%
167,001
+11,619
48
$4.94M 0.44%
136,508
+17,186
49
$4.88M 0.43%
41,998
-4
50
$4.81M 0.43%
43,564
+1,818
1
2
3 4 5