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
$1.01B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.8M
3
+$7.28M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$7.2M
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.79M

Top Sells

1
+$6.22M
2
+$5.89M
3
+$2M
4
DXCM icon
DexCom
DXCM
+$1.85M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.62M

Sector Composition

1 Technology 8.99%
2 Consumer Discretionary 3.11%
3 Healthcare 2.86%
4 Financials 2.69%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.2M 0.42%
42,002
+6,129
52
$4.08M 0.4%
73,540
+90
53
$3.9M 0.39%
20,267
+4,194
54
$3.86M 0.38%
10,902
+172
55
$3.72M 0.37%
24,918
-221
56
$3.5M 0.35%
22,256
-12,708
57
$3.49M 0.35%
22,281
-675
58
$3.37M 0.33%
25,776
-832
59
$3.34M 0.33%
40,635
+708
60
$3.33M 0.33%
82,432
+741
61
$3.2M 0.32%
54,305
-147
62
$3.15M 0.31%
53,937
-564
63
$3.05M 0.3%
58,753
-302
64
$3.03M 0.3%
17,825
+344
65
$3.03M 0.3%
21,679
+1,187
66
$2.9M 0.29%
55,254
+24,099
67
$2.88M 0.29%
6,760
+203
68
$2.83M 0.28%
47,451
+4,331
69
$2.79M 0.28%
+31,796
70
$2.75M 0.27%
94,751
+25,384
71
$2.75M 0.27%
15,733
-3,101
72
$2.75M 0.27%
24,950
+45
73
$2.72M 0.27%
65,141
+9,821
74
$2.65M 0.26%
31,792
-414
75
$2.62M 0.26%
103,224
-8,349
1 2
3
4 5