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
151
$1.16M 0.1%
4,024
-169
152
$1.16M 0.1%
+19,385
153
$1.14M 0.1%
8,717
-1,014
154
$1.13M 0.1%
9,014
-117
155
$1.13M 0.1%
17,192
+664
156
$1.12M 0.1%
23,612
+1,127
157
$1.12M 0.1%
7,592
-897
158
$1.12M 0.1%
29,574
-124
159
$1.09M 0.1%
1,789
+567
160
$1.06M 0.09%
19,635
+7,781
161
$1.04M 0.09%
12,387
+6,922
162
$1.03M 0.09%
2,599
+649
163
$1.01M 0.09%
44,378
-4,404
164
$1M 0.09%
10,607
-365
165
$994K 0.09%
9,102
+93
166
$991K 0.09%
19,947
-3,519
167
$979K 0.09%
59,894
-578
168
$957K 0.08%
12,429
-1,306
169
$949K 0.08%
29,441
+15,701
170
$942K 0.08%
2,633
+537
171
$941K 0.08%
10,268
-159
172
$930K 0.08%
53,717
+27,228
173
$912K 0.08%
11,802
-412
174
$910K 0.08%
23,223
-645
175
$903K 0.08%
23,281
-429
5 6
7
8 9