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
$1.01B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$13.8M
3
+$7.28M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$7.2M
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.79M

Top Sells

1
+$6.22M
2
+$5.89M
3
+$2M
4
DXCM icon
DexCom
DXCM
+$1.85M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.62M

Sector Composition

1 Technology 8.99%
2 Consumer Discretionary 3.11%
3 Healthcare 2.86%
4 Financials 2.69%
5 Industrials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.97M 0.19%
9,383
+69
102
$1.93M 0.19%
74,172
-3,577
103
$1.92M 0.19%
+48,201
104
$1.92M 0.19%
48,723
+431
105
$1.88M 0.19%
70,368
+963
106
$1.85M 0.18%
64,634
+38,072
107
$1.83M 0.18%
76,886
-17,446
108
$1.82M 0.18%
6,166
+238
109
$1.82M 0.18%
18,231
-208
110
$1.79M 0.18%
18,464
+530
111
$1.79M 0.18%
24,739
-107
112
$1.77M 0.18%
21,755
+2,810
113
$1.75M 0.17%
33,233
-773
114
$1.73M 0.17%
+8,208
115
$1.71M 0.17%
3,541
-14
116
$1.7M 0.17%
21,844
+445
117
$1.68M 0.17%
10,255
-394
118
$1.67M 0.16%
11,824
-2,585
119
$1.66M 0.16%
6,618
-490
120
$1.62M 0.16%
40,432
-2,517
121
$1.59M 0.16%
5,117
-541
122
$1.57M 0.16%
93,801
-32
123
$1.49M 0.15%
16,561
+2,995
124
$1.49M 0.15%
33,337
+342
125
$1.46M 0.14%
13,426
+1,993
3 4
5
6 7