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
$333M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.7M
3
+$7.09M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$6.87M
5
SPBO icon
SPDR Portfolio Corporate Bond ETF
SPBO
+$3.49M

Top Sells

1
+$14.1M
2
+$12.1M
3
+$7.17M
4
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$2.63M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.85M

Sector Composition

1 Technology 7.38%
2 Communication Services 3.73%
3 Healthcare 2.98%
4 Consumer Discretionary 2.91%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$278K 0.08%
7,333
+107
177
$277K 0.08%
5,463
+83
178
$277K 0.08%
+9,004
179
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+235
180
$272K 0.08%
4,392
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181
$271K 0.08%
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182
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2,336
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183
$263K 0.08%
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184
$262K 0.08%
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185
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11,157
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186
$261K 0.08%
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187
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188
$257K 0.08%
+3,104
189
$251K 0.08%
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190
$250K 0.08%
549
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191
$249K 0.07%
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192
$247K 0.07%
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194
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195
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196
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197
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+4,723
198
$242K 0.07%
39,065
+12,709
199
$242K 0.07%
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200
$241K 0.07%
18,928
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