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
$887M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1 +$49.6M
2 +$27.6M
3 +$21.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.19M

Top Sells

1 +$51.3M
2 +$20.8M
3 +$15.2M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$8.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.6M

Sector Composition

1 Technology 2.23%
2 Financials 2.1%
3 Consumer Discretionary 1.72%
4 Healthcare 1.43%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$48K 0.01%
500
277
$48K 0.01%
537
+160
278
$47K 0.01%
600
279
$46K 0.01%
304
+1
280
$46K 0.01%
200
281
$45K 0.01%
890
282
$45K 0.01%
200
283
$45K 0.01%
1,866
+6
284
$45K 0.01%
2,357
285
$44K 0.01%
1,415
+100
286
$43K ﹤0.01%
174
287
$41K ﹤0.01%
2,854
+32
288
$41K ﹤0.01%
114
-40
289
$41K ﹤0.01%
575
290
$40K ﹤0.01%
1,682
-2,133
291
$40K ﹤0.01%
200
292
$40K ﹤0.01%
468
+118
293
$40K ﹤0.01%
508
-46
294
$40K ﹤0.01%
300
295
$39K ﹤0.01%
598
+98
296
$38K ﹤0.01%
443
-711
297
$38K ﹤0.01%
413
298
$37K ﹤0.01%
500
-626
299
$37K ﹤0.01%
1,521
300
$37K ﹤0.01%
260
-1