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
$1.6B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.16M
3
+$6.35M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$4.32M
5
COIN icon
Coinbase
COIN
+$4.31M

Top Sells

1
+$6.06M
2
+$4.88M
3
+$3.78M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.93M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.39M

Sector Composition

1 Technology 9.93%
2 Financials 3.25%
3 Consumer Discretionary 2.7%
4 Healthcare 2.34%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTGS icon
51
First Trust Growth Strength ETF
FTGS
$1.24B
$7.11M 0.44%
207,815
+20,096
FICS icon
52
First Trust International Developed Capital Strength ETF
FICS
$216M
$7.03M 0.44%
178,545
+15,669
EMCB icon
53
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$89.9M
$6.69M 0.42%
101,487
+13,426
HWM icon
54
Howmet Aerospace
HWM
$77.9B
$6.61M 0.41%
35,498
+1,108
TSLA icon
55
Tesla
TSLA
$1.46T
$6.31M 0.39%
19,856
-730
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.07T
$6.23M 0.39%
12,817
+290
DYNF icon
57
BlackRock US Equity Factor Rotation ETF
DYNF
$30.3B
$6.01M 0.38%
110,266
+5,206
DGRO icon
58
iShares Core Dividend Growth ETF
DGRO
$35.5B
$5.97M 0.37%
93,346
+6,624
AVUS icon
59
Avantis US Equity ETF
AVUS
$10.3B
$5.91M 0.37%
58,662
+4,135
WMT icon
60
Walmart
WMT
$905B
$5.83M 0.36%
59,655
-520
CGGR icon
61
Capital Group Growth ETF
CGGR
$18.5B
$5.65M 0.35%
138,993
-30,286
PWV icon
62
Invesco Large Cap Value ETF
PWV
$1.25B
$5.32M 0.33%
85,573
+8,133
SPIB icon
63
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$5.26M 0.33%
156,554
+29,405
JPM icon
64
JPMorgan Chase
JPM
$858B
$5.24M 0.33%
18,075
+7
BIV icon
65
Vanguard Intermediate-Term Bond ETF
BIV
$26.6B
$5.23M 0.33%
67,651
-5,572
CLSE icon
66
Convergence Long/Short Equity ETF
CLSE
$256M
$5.14M 0.32%
219,735
+20,887
FV icon
67
First Trust Dorsey Wright Focus 5 ETF
FV
$3.64B
$5.02M 0.31%
84,713
-11,489
XOM icon
68
Exxon Mobil
XOM
$489B
$4.98M 0.31%
46,168
-698
MO icon
69
Altria Group
MO
$97.5B
$4.92M 0.31%
83,962
-763
XYLD icon
70
Global X S&P 500 Covered Call ETF
XYLD
$3.05B
$4.88M 0.3%
125,197
+4,147
AVGO icon
71
Broadcom
AVGO
$1.89T
$4.86M 0.3%
17,644
+650
GOOGL icon
72
Alphabet (Google) Class A
GOOGL
$3.79T
$4.8M 0.3%
27,216
+2,673
DHS icon
73
WisdomTree US High Dividend Fund
DHS
$1.29B
$4.74M 0.3%
49,409
+267
SPMB icon
74
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.52B
$4.64M 0.29%
210,147
+20,635
SPTM icon
75
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$4.47M 0.28%
59,621
+3,431
1 2
3
4 5