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
$783M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$7.36M
3
+$6.78M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.85M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$3.09M

Top Sells

1
+$13.5M
2
+$6.22M
3
+$6.01M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.2M
5
GLD icon
SPDR Gold Trust
GLD
+$2.34M

Sector Composition

1 Technology 8.9%
2 Financials 3.06%
3 Consumer Discretionary 2.63%
4 Consumer Staples 2.59%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.83M 0.49%
89,771
+6,345
52
$3.59M 0.46%
76,078
+5,446
53
$3.56M 0.45%
57,323
+2,391
54
$3.5M 0.45%
22,751
+1,021
55
$3.39M 0.43%
30,950
+1,534
56
$3.25M 0.42%
20,990
-1,425
57
$3.21M 0.41%
20,116
+1,583
58
$3.17M 0.41%
119,111
+11,742
59
$3.15M 0.4%
70,569
-1,969
60
$3.09M 0.4%
+37,618
61
$3.09M 0.39%
40,580
+29,100
62
$2.74M 0.35%
116,158
+38,056
63
$2.74M 0.35%
9,792
+155
64
$2.68M 0.34%
11,887
+1,386
65
$2.66M 0.34%
29,930
-2,687
66
$2.65M 0.34%
20,474
-3,381
67
$2.62M 0.34%
25,297
+2,682
68
$2.62M 0.33%
28,530
+1,315
69
$2.61M 0.33%
17,311
+1,323
70
$2.54M 0.32%
54,376
-2,640
71
$2.52M 0.32%
28,680
-1,905
72
$2.42M 0.31%
47,944
+3,049
73
$2.34M 0.3%
13,092
-1,581
74
$2.24M 0.29%
26,999
-21,489
75
$2.15M 0.27%
34,481
+1,317
1 2
3
4 5