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
451
$35.1K ﹤0.01%
675
452
$35K ﹤0.01%
616
+2
453
$34.7K ﹤0.01%
167
-8
454
$34.5K ﹤0.01%
214
455
$34.5K ﹤0.01%
646
-35
456
$34.5K ﹤0.01%
55
-6
457
$34.3K ﹤0.01%
356
458
$34.3K ﹤0.01%
573
-60
459
$33.9K ﹤0.01%
1,174
-72
460
$33.8K ﹤0.01%
778
461
$33.8K ﹤0.01%
326
462
$33.3K ﹤0.01%
150
463
$33.3K ﹤0.01%
491
-447
464
$33.2K ﹤0.01%
394
-106
465
$33.2K ﹤0.01%
209
-42
466
$33K ﹤0.01%
920
467
$32.8K ﹤0.01%
2,095
+231
468
$32.6K ﹤0.01%
352
-13
469
$32.2K ﹤0.01%
942
470
$31.6K ﹤0.01%
187
-5
471
$31.5K ﹤0.01%
130
-46
472
$31.1K ﹤0.01%
1,213
+103
473
$30.8K ﹤0.01%
577
-17
474
$30.7K ﹤0.01%
422
-45
475
$30.6K ﹤0.01%
160
17 18
19
20 21