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
$1.13B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$11M
3
+$4.03M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$3.46M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.23M

Top Sells

1
+$34.4M
2
+$3.4M
3
+$2.26M
4
BX icon
Blackstone
BX
+$1.79M
5
ADM icon
Archer Daniels Midland
ADM
+$1.79M

Sector Composition

1 Technology 9.8%
2 Consumer Discretionary 2.95%
3 Healthcare 2.87%
4 Financials 2.46%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.49M 0.13%
35,252
-45
127
$1.46M 0.13%
8,637
-420
128
$1.45M 0.13%
20,210
+254
129
$1.44M 0.13%
33,653
+316
130
$1.44M 0.13%
24,913
-597
131
$1.44M 0.13%
21,836
+2,225
132
$1.42M 0.13%
7,335
-640
133
$1.36M 0.12%
63,512
+9,137
134
$1.35M 0.12%
4,017
-187
135
$1.35M 0.12%
14,307
-1,007
136
$1.34M 0.12%
26,594
+5,458
137
$1.31M 0.12%
23,809
-23,047
138
$1.3M 0.12%
9,281
-324
139
$1.26M 0.11%
10,112
-9
140
$1.26M 0.11%
38,510
+3,348
141
$1.26M 0.11%
7,360
+1
142
$1.25M 0.11%
3,753
+3
143
$1.24M 0.11%
2,595
+14
144
$1.23M 0.11%
4,359
+41
145
$1.22M 0.11%
3,533
+2,377
146
$1.2M 0.11%
4,191
+356
147
$1.2M 0.11%
9,074
-4,352
148
$1.18M 0.1%
9,240
+37
149
$1.17M 0.1%
2,856
-193
150
$1.16M 0.1%
41,816
+10,192
4 5
6
7 8