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
$295M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.15M
3
+$1.05M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$913K
5
GS icon
Goldman Sachs
GS
+$908K

Top Sells

1
+$13.1M
2
+$2.83M
3
+$1.83M
4
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$1.69M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.48M

Sector Composition

1 Technology 3.73%
2 Financials 3.56%
3 Industrials 3.48%
4 Communication Services 3.19%
5 Energy 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$956K 0.32%
9,782
-42
52
$947K 0.32%
7,111
-1,814
53
$943K 0.32%
12,166
+85
54
$937K 0.32%
9,096
-196
55
$930K 0.32%
8,285
-4
56
$921K 0.31%
6,729
+122
57
$920K 0.31%
13,420
-760
58
$919K 0.31%
5,282
+238
59
$915K 0.31%
37,215
-7,254
60
$908K 0.31%
+3,689
61
$898K 0.3%
5,224
+324
62
$871K 0.3%
9,523
+6,250
63
$863K 0.29%
31,960
+9,710
64
$860K 0.29%
13,729
-201
65
$855K 0.29%
10,178
+423
66
$836K 0.28%
21,407
+12,444
67
$836K 0.28%
7,119
-1,385
68
$819K 0.28%
10,525
-359
69
$781K 0.27%
8,393
+1,408
70
$770K 0.26%
8,649
+468
71
$769K 0.26%
4,604
+466
72
$743K 0.25%
14,559
-5,550
73
$723K 0.25%
5,780
-675
74
$714K 0.24%
14,580
+271
75
$681K 0.23%
10,652
+374
1 2
3
4 5