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
$527M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.27M
3
+$2.84M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.98M
5
ATVI
Activision Blizzard
ATVI
+$1.57M

Top Sells

1
+$2.56M
2
+$2.03M
3
+$1.16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$974K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$944K

Sector Composition

1 Technology 7.71%
2 Communication Services 3.14%
3 Consumer Discretionary 3.08%
4 Industrials 2.77%
5 Financials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$373K 0.07%
+15,764
202
$372K 0.07%
4,621
-267
203
$368K 0.07%
2,187
+80
204
$364K 0.07%
4,384
+113
205
$360K 0.07%
2,491
-561
206
$357K 0.07%
4,221
+1,311
207
$356K 0.07%
1,456
-488
208
$356K 0.07%
4,171
-784
209
$350K 0.07%
1,828
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210
$348K 0.07%
5,718
+1,325
211
$346K 0.07%
4,586
+3
212
$344K 0.07%
+3,658
213
$344K 0.07%
4,355
-4,899
214
$344K 0.07%
3,910
-3,032
215
$337K 0.06%
+4,553
216
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6,276
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217
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5,121
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218
$320K 0.06%
839
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219
$319K 0.06%
42,196
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220
$318K 0.06%
1,618
-2,757
221
$312K 0.06%
11,823
+2,274
222
$310K 0.06%
7,506
-28,023
223
$308K 0.06%
1,939
-605
224
$308K 0.06%
1,263
+195
225
$302K 0.06%
2,948
+30
7 8
9
10 11