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
$734M
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$12.2M
3
+$11.1M
4
AAPL icon
Apple
AAPL
+$10.8M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$7.27M

Top Sells

1
+$2.84M
2
+$1.19M
3
+$1.11M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$867K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$844K

Sector Composition

1 Technology 9.91%
2 Financials 3.68%
3 Consumer Discretionary 2.89%
4 Communication Services 2.76%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.31M 0.18%
11,270
+4,778
102
$1.29M 0.18%
28,417
+2,331
103
$1.29M 0.18%
41,581
+5,756
104
$1.29M 0.18%
11,963
+783
105
$1.28M 0.17%
12,657
+1,097
106
$1.27M 0.17%
5,375
-42
107
$1.25M 0.17%
4,317
+67
108
$1.25M 0.17%
9,320
+720
109
$1.2M 0.16%
22,421
+2,309
110
$1.18M 0.16%
23,527
+2,394
111
$1.18M 0.16%
18,373
-644
112
$1.16M 0.16%
+11,867
113
$1.16M 0.16%
10,090
+1,843
114
$1.15M 0.16%
9,994
+2,136
115
$1.14M 0.16%
32,725
116
$1.12M 0.15%
36,703
+228
117
$1.11M 0.15%
26,271
+3,239
118
$1.05M 0.14%
13,559
-2,855
119
$1.03M 0.14%
14,107
+2,351
120
$1.03M 0.14%
+3,600
121
$1.01M 0.14%
3,703
+734
122
$983K 0.13%
16,621
+40
123
$981K 0.13%
10,351
+1,794
124
$976K 0.13%
15,742
+3,375
125
$975K 0.13%
18,306
+1,544
3 4
5
6 7