GLA
Good Life Advisors Portfolio holdings
AUM
$1.6B
1-Year Return
15.83%
This Quarter Return
+2.94%
1 Year Return
+15.83%
3 Year Return
+59.98%
5 Year Return
+94.46%
10 Year Return
–
AUM
$264M
AUM Growth
+$35.9M
(+16%)
Cap. Flow
+$27.8M
Cap. Flow
% of AUM
10.51%
Top 10 Holdings %
Top 10 Hldgs %
44.51%
Holding
223
New
15
Increased
106
Reduced
75
Closed
7
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$8.81M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.85M |
| 3 |
Vanguard Total Bond Market
BND
|
$3.34M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.86M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.82M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.03M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.29M |
| 3 |
iShares Morningstar US Equity ETF
ILCB
|
$852K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$664K |
| 5 |
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% |
