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
$264M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$3.85M
3
+$3.34M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.86M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.82M

Top Sells

1
+$5.03M
2
+$1.29M
3
+$852K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$664K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$493K

Sector Composition

1 Communication Services 4.63%
2 Energy 4.02%
3 Technology 3.48%
4 Industrials 3.26%
5 Financials 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.39%
12,104
+725
52
$1.01M 0.38%
11,620
-139
53
$993K 0.38%
6,477
+774
54
$970K 0.37%
8,227
-87
55
$966K 0.37%
28,507
+678
56
$936K 0.35%
12,239
+471
57
$904K 0.34%
6,261
+2,736
58
$795K 0.3%
14,306
-1,326
59
$759K 0.29%
15,260
+3,000
60
$757K 0.29%
4,587
+477
61
$747K 0.28%
8,088
-356
62
$726K 0.27%
28,030
+2,822
63
$704K 0.27%
5,125
-8
64
$704K 0.27%
7,671
+329
65
$701K 0.27%
8,320
+769
66
$690K 0.26%
14,066
-3,865
67
$686K 0.26%
147,640
+11,800
68
$674K 0.26%
4,672
+466
69
$673K 0.25%
9,578
+95
70
$623K 0.24%
6,524
-96
71
$618K 0.23%
4,404
+1,315
72
$599K 0.23%
9,041
+971
73
$591K 0.22%
7,706
+2,544
74
$588K 0.22%
17,190
-2,121
75
$586K 0.22%
7,588
+147
1 2
3
4 5