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
$1.21B
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$6.09M
3 +$4.92M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.4M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.93M

Sector Composition

1 Technology 11.24%
2 Consumer Discretionary 2.84%
3 Healthcare 2.67%
4 Financials 2.45%
5 Industrials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.79M 0.15%
74,704
+3,038
127
$1.78M 0.15%
32,132
+12,497
128
$1.75M 0.14%
+3,104
129
$1.74M 0.14%
6,554
-64
130
$1.73M 0.14%
44,917
+3,623
131
$1.72M 0.14%
10,625
-406
132
$1.71M 0.14%
9,890
-223
133
$1.71M 0.14%
7,552
-1,868
134
$1.66M 0.14%
51,793
+4,141
135
$1.61M 0.13%
20,774
+564
136
$1.61M 0.13%
51,294
+33,508
137
$1.6M 0.13%
32,127
+12,180
138
$1.57M 0.13%
4,983
+792
139
$1.56M 0.13%
11,851
+5,004
140
$1.55M 0.13%
15,575
+1,404
141
$1.48M 0.12%
19,725
+13,202
142
$1.48M 0.12%
45,366
+6,856
143
$1.48M 0.12%
24,151
-762
144
$1.46M 0.12%
52,330
+10,514
145
$1.45M 0.12%
33,983
+330
146
$1.45M 0.12%
37,358
-672
147
$1.45M 0.12%
11,708
-430
148
$1.42M 0.12%
7,789
+454
149
$1.42M 0.12%
3,888
-129
150
$1.4M 0.12%
21,596
-240