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
$209M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$4.11M
2 +$2.3M
3 +$2.17M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.45M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.34M

Sector Composition

1 Communication Services 5.85%
2 Energy 5.67%
3 Industrials 3.87%
4 Technology 3.68%
5 Consumer Staples 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-13,412
202
-1,671