GLA
Good Life Advisors Portfolio holdings
AUM
$1.6B
1-Year Return
15.83%
This Quarter Return
+1.47%
1 Year Return
+15.83%
3 Year Return
+59.98%
5 Year Return
+94.46%
10 Year Return
–
AUM
$228M
AUM Growth
+$19.2M
(+9.2%)
Cap. Flow
+$16.1M
Cap. Flow
% of AUM
7.07%
Top 10 Holdings %
Top 10 Hldgs %
41.32%
Holding
216
New
20
Increased
107
Reduced
69
Closed
8
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.67M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.56M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.56M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.33M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.25M |
Top Sells
Sector Composition
| 1 | Communication Services | 5.22% |
| 2 | Energy | 4.92% |
| 3 | Industrials | 3.51% |
| 4 | Technology | 3.51% |
| 5 | Consumer Staples | 3.28% |
