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
$1.39B
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.02M
3
+$3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.54M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.36M

Top Sells

1
+$7.98M
2
+$4.87M
3
+$1.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.85M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.26M

Sector Composition

1 Technology 4%
2 Financials 2.74%
3 Healthcare 1.38%
4 Industrials 1.25%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$40.1K ﹤0.01%
81
-27
427
$40K ﹤0.01%
579
-21
428
$39.6K ﹤0.01%
173
+33
429
$39.6K ﹤0.01%
689
430
$39.3K ﹤0.01%
1,475
-65
431
$39.3K ﹤0.01%
550
432
$38.8K ﹤0.01%
6,144
433
$38.5K ﹤0.01%
167
+1
434
$38.4K ﹤0.01%
+900
435
$38.4K ﹤0.01%
410
-11
436
$37.9K ﹤0.01%
486
437
$37.8K ﹤0.01%
964
438
$37.3K ﹤0.01%
390
439
$37.3K ﹤0.01%
156
440
$37.2K ﹤0.01%
482
+2
441
$36.8K ﹤0.01%
290
-72
442
$36.7K ﹤0.01%
1,745
+1,598
443
$36.1K ﹤0.01%
250
-19
444
$36K ﹤0.01%
1,491
-228
445
$35.9K ﹤0.01%
3,397
+2,795
446
$35.7K ﹤0.01%
3,072
+1,671
447
$35.6K ﹤0.01%
581
448
$35.3K ﹤0.01%
441
-7
449
$35.2K ﹤0.01%
813
+217
450
$35.1K ﹤0.01%
336
16 17
18
19 20