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
$427M
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$2.86M
3
+$2.41M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.09M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.81M

Top Sells

1
+$2.98M
2
+$1.37M
3
+$1.26M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.22M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.05M

Sector Composition

1 Technology 7.63%
2 Communication Services 3.55%
3 Consumer Discretionary 3.15%
4 Industrials 2.85%
5 Financials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$342K 0.08%
964
-20
177
$333K 0.08%
15,564
-111
178
$331K 0.08%
2,326
+16
179
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-29
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$324K 0.08%
6,741
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181
$321K 0.08%
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-150
182
$318K 0.07%
6,319
-1,065
183
$315K 0.07%
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184
$315K 0.07%
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185
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186
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4,309
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187
$308K 0.07%
1,813
+185
188
$307K 0.07%
10,808
-12,604
189
$306K 0.07%
3,952
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190
$304K 0.07%
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191
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193
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4,479
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194
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12,651
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195
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4,695
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196
$289K 0.07%
4,380
+133
197
$285K 0.07%
3,895
-452
198
$280K 0.07%
31,893
+1,438
199
$274K 0.06%
4,956
200
$273K 0.06%
2,290
-371
6 7
8
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