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
126
$1.08M 0.14%
4,422
-628
127
$1.08M 0.14%
4,708
-84
128
$1.06M 0.14%
20,996
+2,993
129
$1.04M 0.13%
15,068
+114
130
$1.04M 0.13%
7,162
-46
131
$1.03M 0.13%
9,342
-1,906
132
$1.03M 0.13%
+10,883
133
$1.01M 0.13%
21,123
+293
134
$1.01M 0.13%
7,697
-1,237
135
$994K 0.13%
20,984
+2,992
136
$990K 0.13%
44,762
-1,461
137
$976K 0.12%
4,275
+25
138
$976K 0.12%
37,007
-356
139
$975K 0.12%
+18,436
140
$958K 0.12%
3,842
-28
141
$948K 0.12%
3,006
+6
142
$936K 0.12%
4,436
+20
143
$934K 0.12%
32,661
+730
144
$927K 0.12%
4,116
+1
145
$901K 0.12%
18,279
+13,575
146
$894K 0.11%
2,165
+16
147
$893K 0.11%
11,956
-12,841
148
$880K 0.11%
27,098
+805
149
$877K 0.11%
3,054
-5,420
150
$874K 0.11%
8,813
-534
4 5
6
7 8