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
$209M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.3M
3
+$2.17M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.45M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.34M

Top Sells

1
+$1.64M
2
+$1.45M
3
+$1.33M
4
ILCB icon
iShares Morningstar US Equity ETF
ILCB
+$1.12M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$589K

Sector Composition

1 Communication Services 5.85%
2 Energy 5.67%
3 Industrials 3.87%
4 Technology 3.68%
5 Consumer Staples 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$466K 0.22%
+7,343
77
$461K 0.22%
8,027
-349
78
$460K 0.22%
3,837
+1,156
79
$456K 0.22%
4,271
-157
80
$455K 0.22%
+2,542
81
$453K 0.22%
+9,857
82
$451K 0.22%
5,211
+992
83
$448K 0.21%
8,975
+543
84
$447K 0.21%
12,017
-28
85
$446K 0.21%
11,495
+3,401
86
$445K 0.21%
3,988
+387
87
$443K 0.21%
1,658
-734
88
$443K 0.21%
+16,693
89
$429K 0.21%
+2,633
90
$425K 0.2%
+3,327
91
$422K 0.2%
6,823
-265
92
$422K 0.2%
+4,020
93
$418K 0.2%
9,233
+893
94
$418K 0.2%
+4,746
95
$413K 0.2%
+6,924
96
$410K 0.2%
5,643
+373
97
$403K 0.19%
10,705
+1,962
98
$400K 0.19%
2,414
+390
99
$392K 0.19%
3,649
-140
100
$392K 0.19%
7,389
+950
2 3
4
5 6