MA

MCF Advisors Portfolio holdings

AUM $1.63B
1-Year Est. Return 11.28%
This Quarter Est. Return
1 Year Est. Return
+11.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$3.87M
3
+$1.21M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.14M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$848K

Top Sells

1
+$8.67M
2
+$5.93M
3
+$3.66M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.77M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.36M

Sector Composition

1 Financials 3.03%
2 Consumer Staples 1.34%
3 Energy 1.32%
4 Healthcare 1.18%
5 Technology 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52K 0.01%
+987
227
$52K 0.01%
1,140
228
$51K 0.01%
185
229
$51K 0.01%
1,318
+533
230
$51K 0.01%
2,357
231
$50K 0.01%
636
-379
232
$50K 0.01%
575
233
$49K 0.01%
331
234
$48K 0.01%
400
235
$48K 0.01%
752
+652
236
$48K 0.01%
200
237
$47K 0.01%
1,280
+780
238
$45K 0.01%
1,184
+480
239
$45K 0.01%
3,054
240
$44K 0.01%
566
+1
241
$43K 0.01%
675
242
$42K 0.01%
+762
243
$42K 0.01%
322
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244
$42K 0.01%
1,303
-227
245
$42K 0.01%
+2,000
246
$41K 0.01%
+921
247
$41K 0.01%
+338
248
$41K 0.01%
500
249
$40K 0.01%
990
250
$40K 0.01%
+339
8 9
10
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