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
$1.13B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$11M
3
+$4.03M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$3.46M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.23M

Top Sells

1
+$34.4M
2
+$3.4M
3
+$2.26M
4
BX icon
Blackstone
BX
+$1.79M
5
ADM icon
Archer Daniels Midland
ADM
+$1.79M

Sector Composition

1 Technology 9.8%
2 Consumer Discretionary 2.95%
3 Healthcare 2.87%
4 Financials 2.46%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.75M 0.42%
29,185
-224
52
$4.68M 0.42%
9,641
-1,261
53
$4.68M 0.42%
97,301
+1,718
54
$4.22M 0.37%
69,412
-4,128
55
$4.11M 0.36%
45,902
+24,147
56
$4.05M 0.36%
25,684
+766
57
$4.05M 0.36%
46,712
+6,077
58
$3.93M 0.35%
122,746
+108,198
59
$3.79M 0.34%
140,982
+37,758
60
$3.72M 0.33%
7,732
+972
61
$3.69M 0.33%
63,541
+4,788
62
$3.68M 0.33%
57,352
+3,415
63
$3.62M 0.32%
23,982
+2,303
64
$3.57M 0.32%
81,916
-516
65
$3.57M 0.32%
17,827
+2
66
$3.51M 0.31%
85,000
+19,859
67
$3.45M 0.31%
56,396
+2,091
68
$3.42M 0.3%
56,826
+1,572
69
$3.41M 0.3%
22,939
+683
70
$3.4M 0.3%
21,524
-757
71
$3.4M 0.3%
19,345
-956
72
$3.08M 0.27%
23,967
+1,492
73
$3.01M 0.27%
31,471
-325
74
$2.96M 0.26%
102,492
+7,741
75
$2.89M 0.26%
38,268
-27
1 2
3
4 5