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
701
$2.26K ﹤0.01%
+68
702
$2.24K ﹤0.01%
72
703
$2.21K ﹤0.01%
25
704
$2.2K ﹤0.01%
309
705
$2.18K ﹤0.01%
9
706
$2.1K ﹤0.01%
20
707
$2.08K ﹤0.01%
28
708
$2.06K ﹤0.01%
23
709
$2.06K ﹤0.01%
16
710
$2.05K ﹤0.01%
10
711
$2.04K ﹤0.01%
61
712
$2.04K ﹤0.01%
12
713
$2.04K ﹤0.01%
20
+10
714
$2.04K ﹤0.01%
20
715
$1.99K ﹤0.01%
28
716
$1.98K ﹤0.01%
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717
$1.95K ﹤0.01%
48
718
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24
719
$1.92K ﹤0.01%
4
720
$1.9K ﹤0.01%
14
721
$1.89K ﹤0.01%
+609
722
$1.85K ﹤0.01%
+19
723
$1.82K ﹤0.01%
6
724
$1.81K ﹤0.01%
57
725
$1.76K ﹤0.01%
7
27 28
29
30 31