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
$783M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$7.36M
3
+$6.78M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.85M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$3.09M

Top Sells

1
+$13.5M
2
+$6.22M
3
+$6.01M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$3.2M
5
GLD icon
SPDR Gold Trust
GLD
+$2.34M

Sector Composition

1 Technology 8.9%
2 Financials 3.06%
3 Consumer Discretionary 2.63%
4 Consumer Staples 2.59%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$653K 0.08%
1,380
+233
177
$651K 0.08%
14,922
+13
178
$647K 0.08%
5,521
+18
179
$646K 0.08%
+4,164
180
$645K 0.08%
6,059
+3,709
181
$637K 0.08%
1,845
+506
182
$628K 0.08%
30,174
+3,982
183
$626K 0.08%
11,410
-926
184
$625K 0.08%
27,744
-285
185
$600K 0.08%
9,447
+469
186
$592K 0.08%
3,249
-1,126
187
$587K 0.08%
1,241
+30
188
$584K 0.07%
1,701
-205
189
$583K 0.07%
22,528
+1,253
190
$577K 0.07%
11,058
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191
$570K 0.07%
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193
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17,477
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194
$561K 0.07%
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195
$557K 0.07%
+9,237
196
$556K 0.07%
12,985
-47,413
197
$547K 0.07%
5,078
+380
198
$546K 0.07%
4,051
-39
199
$530K 0.07%
7,268
-2,259
200
$526K 0.07%
6,930
+295
6 7
8
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