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
551
$19.7K ﹤0.01%
667
552
$19.7K ﹤0.01%
152
+1
553
$19.6K ﹤0.01%
573
-44
554
$19.6K ﹤0.01%
1,935
+789
555
$19.6K ﹤0.01%
415
556
$19.6K ﹤0.01%
200
-22
557
$19.5K ﹤0.01%
151
558
$19.3K ﹤0.01%
78
-472
559
$19.2K ﹤0.01%
270
-323
560
$19.2K ﹤0.01%
247
+66
561
$19K ﹤0.01%
30
-6
562
$18.9K ﹤0.01%
758
+503
563
$18.8K ﹤0.01%
400
-48
564
$18.8K ﹤0.01%
468
565
$18.7K ﹤0.01%
162
566
$18.3K ﹤0.01%
1,060
567
$18.2K ﹤0.01%
99
-6
568
$17.9K ﹤0.01%
184
569
$17.9K ﹤0.01%
60
-3
570
$17.9K ﹤0.01%
159
+44
571
$17.8K ﹤0.01%
51
572
$17.7K ﹤0.01%
135
573
$17.5K ﹤0.01%
36
+7
574
$17K ﹤0.01%
1,711
575
$16.9K ﹤0.01%
283
+155
21 22
23
24 25