MAG
MRA Advisory Group Portfolio holdings
AUM
$214M
This Quarter Return
-2.7%
1 Year Return
+19.02%
3 Year Return
+52.8%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(-3.6%)
Cap. Flow
-$1.46M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
34.33%
Holding
148
New
12
Increased
61
Reduced
38
Closed
30
Top Buys
| 1 |
JPMorgan Income ETF
JPIE
|
$3.88M |
| 2 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$2.63M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$2.5M |
| 4 |
Motley Fool 100 Index ETF
TMFC
|
$1.97M |
| 5 |
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
|
$1.92M |
Top Sells
Sector Composition
| 1 | Technology | 7.48% |
| 2 | Healthcare | 3.68% |
| 3 | Industrials | 3.37% |
| 4 | Consumer Discretionary | 3.25% |
| 5 | Energy | 2.53% |
