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
$427M
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$2.86M
3
+$2.41M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.09M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.81M

Top Sells

1
+$2.98M
2
+$1.37M
3
+$1.26M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.22M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.05M

Sector Composition

1 Technology 7.63%
2 Communication Services 3.55%
3 Consumer Discretionary 3.15%
4 Industrials 2.85%
5 Financials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.37%
13,403
-3,563
52
$1.51M 0.35%
7,118
-239
53
$1.51M 0.35%
5,975
+8
54
$1.49M 0.35%
6,929
+95
55
$1.48M 0.35%
16,169
-696
56
$1.48M 0.35%
14,513
+1,917
57
$1.45M 0.34%
6,665
+895
58
$1.44M 0.34%
10,357
+15
59
$1.43M 0.34%
12,222
+7
60
$1.39M 0.33%
39,550
-3,064
61
$1.38M 0.32%
5,749
-233
62
$1.29M 0.3%
31,345
+1,590
63
$1.26M 0.3%
16,371
+366
64
$1.23M 0.29%
27,553
-49
65
$1.23M 0.29%
37,183
+3,370
66
$1.21M 0.28%
11,354
-159
67
$1.17M 0.27%
32,805
+80
68
$1.15M 0.27%
27,319
+11,054
69
$1.14M 0.27%
20,901
-268
70
$1.13M 0.26%
5,288
+1,739
71
$1.12M 0.26%
3,671
-2,139
72
$1.11M 0.26%
34,532
+3,678
73
$1.11M 0.26%
3,138
+26
74
$1.07M 0.25%
4,551
+383
75
$1.04M 0.24%
21,890
+1,464
1 2
3
4 5