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
$264M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$3.85M
3
+$3.34M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.86M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.82M

Top Sells

1
+$5.03M
2
+$1.29M
3
+$852K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$664K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$493K

Sector Composition

1 Communication Services 4.63%
2 Energy 4.02%
3 Technology 3.48%
4 Industrials 3.26%
5 Financials 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$349K 0.13%
1,766
-47
127
$344K 0.13%
10,174
+457
128
$343K 0.13%
11,397
+2
129
$339K 0.13%
12,803
-198
130
$335K 0.13%
3,135
+411
131
$335K 0.13%
6,898
-843
132
$334K 0.13%
5,408
-753
133
$325K 0.12%
3,980
-45
134
$323K 0.12%
+5,070
135
$323K 0.12%
5,939
+37
136
$322K 0.12%
16,997
-485
137
$321K 0.12%
5,839
-1,060
138
$320K 0.12%
3,474
+72
139
$320K 0.12%
6,400
-40
140
$319K 0.12%
5,552
+96
141
$318K 0.12%
5,186
-52
142
$313K 0.12%
3,813
+1,074
143
$312K 0.12%
3,372
+237
144
$311K 0.12%
4,689
-36
145
$309K 0.12%
13,155
-2,300
146
$309K 0.12%
+6,090
147
$307K 0.12%
5,625
+460
148
$306K 0.12%
2,927
-5
149
$305K 0.12%
29,706
+4,224
150
$304K 0.12%
8,761
+32
4 5
6
7 8