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
76
$2.88M 0.26%
17,724
-86
77
$2.83M 0.25%
24,926
-24
78
$2.77M 0.25%
67,988
+19,265
79
$2.76M 0.25%
42,719
+5,569
80
$2.73M 0.24%
48,106
+6,804
81
$2.69M 0.24%
55,777
+3,592
82
$2.69M 0.24%
64,126
-754
83
$2.65M 0.24%
31,958
+166
84
$2.63M 0.23%
12,802
-452
85
$2.61M 0.23%
43,785
-3,666
86
$2.6M 0.23%
59,622
+11,181
87
$2.58M 0.23%
30,032
-662
88
$2.51M 0.22%
9,870
-887
89
$2.35M 0.21%
20,041
-2,740
90
$2.31M 0.2%
6,295
+129
91
$2.3M 0.2%
12,125
-11
92
$2.25M 0.2%
39,201
-75
93
$2.24M 0.2%
5,835
-64
94
$2.23M 0.2%
7,990
+89
95
$2.22M 0.2%
2,856
+480
96
$2.22M 0.2%
5,273
-619
97
$2.21M 0.2%
19,976
+282
98
$2.17M 0.19%
28,742
+13,670
99
$2.13M 0.19%
10,125
-308
100
$2.12M 0.19%
36,280
+3,047
2 3
4
5 6