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
101
$1.61M 0.21%
32,811
-1,062
102
$1.59M 0.2%
24,699
+159
103
$1.56M 0.2%
63,903
+12,327
104
$1.55M 0.2%
33,445
+7,923
105
$1.54M 0.2%
41,327
+929
106
$1.53M 0.19%
24,575
-1,418
107
$1.52M 0.19%
6,883
-93
108
$1.51M 0.19%
12,133
+246
109
$1.5M 0.19%
18,820
+253
110
$1.48M 0.19%
59,154
-5,998
111
$1.47M 0.19%
6,920
-981
112
$1.39M 0.18%
29,102
-1,676
113
$1.37M 0.17%
19,678
+3,090
114
$1.36M 0.17%
7,121
-310
115
$1.36M 0.17%
12,774
+348
116
$1.36M 0.17%
21,442
+81
117
$1.34M 0.17%
26,746
+3,167
118
$1.33M 0.17%
9,601
+121
119
$1.3M 0.17%
3,361
-834
120
$1.29M 0.16%
+28,515
121
$1.27M 0.16%
2,751
-2
122
$1.21M 0.15%
12,158
+5,018
123
$1.17M 0.15%
65,245
-5,310
124
$1.14M 0.15%
28,024
-1,677
125
$1.1M 0.14%
11,333
-931
3 4
5
6 7