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
$1.11B
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
898
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$3.01M
3
+$1.52M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$1.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.12M

Top Sells

1
+$11.4M
2
+$4.19M
3
+$3M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$2.77M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.52M

Sector Composition

1 Technology 3.95%
2 Financials 2.07%
3 Healthcare 1.63%
4 Consumer Discretionary 1.4%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$90.8K 0.01%
3,689
302
$89.1K 0.01%
640
-62
303
$89K 0.01%
1,928
+483
304
$88.8K 0.01%
251
305
$88.6K 0.01%
755
306
$88.5K 0.01%
1,003
+310
307
$87.9K 0.01%
2,125
308
$86.7K 0.01%
503
309
$85.6K 0.01%
440
+120
310
$84.5K 0.01%
750
311
$83.4K 0.01%
4,964
-91
312
$81K 0.01%
885
313
$80.4K 0.01%
3,691
-136
314
$79.8K 0.01%
2,280
315
$77.2K 0.01%
1,159
316
$75.4K 0.01%
42,854
317
$74.3K 0.01%
693
+1
318
$74.3K 0.01%
1,064
+7
319
$74.1K 0.01%
+2,641
320
$73.8K 0.01%
651
321
$71.5K 0.01%
3,500
-1,248
322
$70.9K 0.01%
616
323
$70.6K 0.01%
952
-700
324
$70.4K 0.01%
1,995
+11
325
$70.3K 0.01%
612
11 12
13
14 15