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
$724M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$2.99M
3
+$2.24M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.78M
5
CPAY icon
Corpay
CPAY
+$1.58M

Top Sells

1
+$12.6M
2
+$5.35M
3
+$3.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.75M
5
PYPL icon
PayPal
PYPL
+$1.3M

Sector Composition

1 Technology 7.41%
2 Financials 3.24%
3 Consumer Staples 2.82%
4 Industrials 2.67%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.3M 0.46%
21,730
+407
52
$3.29M 0.45%
83,426
+1,136
53
$3.28M 0.45%
70,632
+3,922
54
$3.24M 0.45%
29,416
-1,917
55
$3.24M 0.45%
23,855
+13,066
56
$3M 0.41%
18,533
+7,322
57
$2.96M 0.41%
89,900
+7,814
58
$2.8M 0.39%
107,369
+12,039
59
$2.66M 0.37%
32,617
-270
60
$2.64M 0.36%
60,398
-4,580
61
$2.61M 0.36%
8,474
-330
62
$2.59M 0.36%
57,016
+54
63
$2.56M 0.35%
14,673
-134
64
$2.54M 0.35%
9,637
+215
65
$2.49M 0.34%
27,215
-13,978
66
$2.4M 0.33%
49,565
+2,435
67
$2.27M 0.31%
30,585
-554
68
$2.21M 0.31%
24,933
-389
69
$2.18M 0.3%
10,501
+1,403
70
$2.12M 0.29%
14,015
-361
71
$2.12M 0.29%
44,895
+3,081
72
$2.12M 0.29%
8,535
+234
73
$2.05M 0.28%
33,164
+2,008
74
$2.04M 0.28%
51,842
-17,554
75
$2.03M 0.28%
24,288
+11,031
1 2
3
4 5