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
76
$2.13M 0.27%
8,949
+414
77
$2.11M 0.27%
54,246
+2,404
78
$2.05M 0.26%
10,249
+602
79
$2.04M 0.26%
9,619
+677
80
$2.01M 0.26%
6,522
-28
81
$2M 0.26%
44,319
+6,045
82
$1.99M 0.25%
70,202
+880
83
$1.98M 0.25%
19,026
-1,081
84
$1.97M 0.25%
33,106
+15,496
85
$1.95M 0.25%
13,117
-898
86
$1.92M 0.24%
24,854
+566
87
$1.9M 0.24%
5,220
+28
88
$1.89M 0.24%
4,731
-173
89
$1.89M 0.24%
8,948
+356
90
$1.87M 0.24%
97,151
-2,368
91
$1.86M 0.24%
27,168
+1,594
92
$1.8M 0.23%
6,101
+3
93
$1.78M 0.23%
34,041
+1,747
94
$1.74M 0.22%
32,724
95
$1.74M 0.22%
13,143
+5,906
96
$1.66M 0.21%
56,751
+14,302
97
$1.65M 0.21%
17,119
+455
98
$1.65M 0.21%
61,719
-16,585
99
$1.62M 0.21%
52,378
+1,839
100
$1.62M 0.21%
16,151
-477
2 3
4
5 6