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
201
$241K 0.07%
+5,281
202
$239K 0.07%
4,550
-222
203
$239K 0.07%
2,509
-2,817
204
$235K 0.07%
12,982
-7,420
205
$234K 0.07%
+4,638
206
$233K 0.07%
+10,170
207
$233K 0.07%
+4,329
208
$232K 0.07%
+3,886
209
$232K 0.07%
+2,192
210
$228K 0.07%
1,401
-343
211
$226K 0.07%
+7,084
212
$224K 0.07%
+2,114
213
$222K 0.07%
+942
214
$222K 0.07%
+8,505
215
$222K 0.07%
2,815
-905
216
$221K 0.07%
+1,809
217
$221K 0.07%
3,062
-1,266
218
$217K 0.07%
+2,813
219
$215K 0.06%
+3,121
220
$214K 0.06%
+2,806
221
$214K 0.06%
+5,668
222
$212K 0.06%
+4,438
223
$211K 0.06%
8,649
+1,082
224
$211K 0.06%
+2,422
225
$210K 0.06%
+1,198
7 8
9
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