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
$801M
AUM Growth
-$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.57M
3
+$7.49M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$6.48M
5
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$3.35M

Top Sells

1
+$8.32M
2
+$7.47M
3
+$6.59M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.63M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$3.18M

Sector Composition

1 Technology 8.86%
2 Financials 2.89%
3 Consumer Discretionary 2.72%
4 Consumer Staples 2.63%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.52M 0.44%
69,140
+5,012
52
$3.31M 0.41%
50,039
+12,657
53
$3.25M 0.41%
52,440
+2,018
54
$3.24M 0.41%
42,441
-14,362
55
$3.22M 0.4%
19,849
-2,601
56
$3.12M 0.39%
59,566
+3,798
57
$3.07M 0.38%
14,963
-2,130
58
$2.96M 0.37%
18,607
+1,765
59
$2.73M 0.34%
50,825
+225
60
$2.72M 0.34%
71,932
-20,220
61
$2.71M 0.34%
19,520
+9,420
62
$2.65M 0.33%
63,599
+48,000
63
$2.6M 0.32%
7,369
+3,815
64
$2.56M 0.32%
55,660
+50,742
65
$2.51M 0.31%
30,349
-1,359
66
$2.45M 0.31%
95,741
-1,041
67
$2.43M 0.3%
+51,143
68
$2.34M 0.29%
9,446
+222
69
$2.3M 0.29%
3,288
+142
70
$2.23M 0.28%
40,166
-168
71
$2.16M 0.27%
8,642
+434
72
$2.14M 0.27%
88,150
+12,367
73
$2.12M 0.26%
15,160
+3,340
74
$2.11M 0.26%
17,466
-1,349
75
$2.1M 0.26%
7,008
-383
1 2
3
4 5