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
351
$23K ﹤0.01%
105
352
$22K ﹤0.01%
1,744
353
$22K ﹤0.01%
119
+99
354
$22K ﹤0.01%
440
355
$22K ﹤0.01%
588
356
$22K ﹤0.01%
+145
357
$22K ﹤0.01%
2,134
358
$21K ﹤0.01%
180
359
$21K ﹤0.01%
+175
360
$21K ﹤0.01%
1,198
361
$21K ﹤0.01%
1,736
362
$21K ﹤0.01%
+378
363
$20K ﹤0.01%
+1
364
$20K ﹤0.01%
278
365
$20K ﹤0.01%
+307
366
$20K ﹤0.01%
888
367
$20K ﹤0.01%
1,072
368
$19K ﹤0.01%
456
369
$19K ﹤0.01%
667
-286
370
$19K ﹤0.01%
120
371
$19K ﹤0.01%
+58
372
$19K ﹤0.01%
+80
373
$19K ﹤0.01%
290
374
$18K ﹤0.01%
207
+123
375
$18K ﹤0.01%
108