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
651
$3.95K ﹤0.01%
800
652
$3.95K ﹤0.01%
64
653
$3.85K ﹤0.01%
41
654
$3.85K ﹤0.01%
167
655
$3.77K ﹤0.01%
23
656
$3.69K ﹤0.01%
104
657
$3.62K ﹤0.01%
+21
658
$3.57K ﹤0.01%
256
659
$3.55K ﹤0.01%
+41
660
$3.46K ﹤0.01%
77
661
$3.45K ﹤0.01%
10
662
$3.4K ﹤0.01%
45
663
$3.35K ﹤0.01%
62
664
$3.34K ﹤0.01%
89
665
$3.31K ﹤0.01%
62
666
$3.29K ﹤0.01%
113
667
$3.28K ﹤0.01%
29
668
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669
$3.21K ﹤0.01%
50
670
$3.1K ﹤0.01%
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671
$3.06K ﹤0.01%
250
672
$3.04K ﹤0.01%
329
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673
$3.02K ﹤0.01%
+29
674
$2.97K ﹤0.01%
114
+60
675
$2.94K ﹤0.01%
250
25 26
27
28 29