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
$264M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$3.85M
3
+$3.34M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.86M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.82M

Top Sells

1
+$5.03M
2
+$1.29M
3
+$852K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$664K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$493K

Sector Composition

1 Communication Services 4.63%
2 Energy 4.02%
3 Technology 3.48%
4 Industrials 3.26%
5 Financials 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$583K 0.22%
11,782
-294
77
$577K 0.22%
11,853
-3,909
78
$575K 0.22%
6,198
79
$571K 0.22%
5,965
-400
80
$570K 0.22%
5,325
+1,004
81
$559K 0.21%
30,427
-4,732
82
$558K 0.21%
3,593
+527
83
$552K 0.21%
12,153
-758
84
$533K 0.2%
6,391
+70
85
$532K 0.2%
13,266
+1,839
86
$530K 0.2%
8,857
+664
87
$518K 0.2%
16,693
88
$506K 0.19%
4,149
+206
89
$505K 0.19%
2,727
-258
90
$490K 0.19%
2,556
91
$461K 0.17%
11,985
+613
92
$459K 0.17%
2,438
-22
93
$455K 0.17%
17,280
+3,291
94
$453K 0.17%
4,020
95
$450K 0.17%
9,080
+160
96
$445K 0.17%
5,571
-62,958
97
$439K 0.17%
7,538
+119
98
$431K 0.16%
9,505
+7
99
$431K 0.16%
5,618
-38
100
$430K 0.16%
4,587
+343
2 3
4
5 6