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
201
$522K 0.07%
5,238
-831
202
$519K 0.07%
8,875
+5,137
203
$506K 0.06%
17,474
-258
204
$499K 0.06%
5,509
+302
205
$497K 0.06%
13,099
-615
206
$495K 0.06%
13,238
+259
207
$494K 0.06%
11,111
-100
208
$494K 0.06%
4,875
+81
209
$489K 0.06%
2,994
+40
210
$487K 0.06%
4,768
+1,900
211
$487K 0.06%
+17,179
212
$487K 0.06%
+3,223
213
$484K 0.06%
1,988
-26
214
$481K 0.06%
10,948
+568
215
$477K 0.06%
2,417
-13
216
$475K 0.06%
2,964
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217
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+7,088
218
$465K 0.06%
8,495
+110
219
$462K 0.06%
14,147
-8,306
220
$462K 0.06%
4,710
-1,715
221
$461K 0.06%
17,733
+31
222
$451K 0.06%
58,694
+3,973
223
$445K 0.06%
7,678
-363
224
$439K 0.06%
+7,028
225
$438K 0.06%
8,069
+499
7 8
9
10 11