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
$333M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.7M
3
+$7.09M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$6.87M
5
SPBO icon
SPDR Portfolio Corporate Bond ETF
SPBO
+$3.49M

Top Sells

1
+$14.1M
2
+$12.1M
3
+$7.17M
4
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$2.63M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Technology 7.38%
2 Communication Services 3.73%
3 Healthcare 2.98%
4 Consumer Discretionary 2.91%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.46%
7,867
+34
52
$1.45M 0.44%
18,149
+624
53
$1.42M 0.43%
30,503
-838
54
$1.4M 0.42%
46,111
-6,258
55
$1.35M 0.41%
6,982
+388
56
$1.34M 0.4%
44,432
+2,820
57
$1.33M 0.4%
9,927
-11,876
58
$1.28M 0.39%
6,359
-65
59
$1.23M 0.37%
6,699
+179
60
$1.22M 0.37%
10,233
-464
61
$1.22M 0.37%
6,355
-1,039
62
$1.21M 0.36%
4,068
-1,390
63
$1.17M 0.35%
3,810
-39
64
$1.17M 0.35%
11,900
+436
65
$1.15M 0.34%
12,526
+58
66
$1.12M 0.34%
13,779
-260
67
$989K 0.3%
26,257
-453
68
$979K 0.29%
16,590
+930
69
$977K 0.29%
6,764
+188
70
$968K 0.29%
21,489
-10,539
71
$967K 0.29%
24,612
+222
72
$962K 0.29%
16,167
-102
73
$954K 0.29%
13,560
-840
74
$953K 0.29%
9,364
-184
75
$949K 0.28%
21,489
+3,948
1 2
3
4 5