MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.89B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
941
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10.5M
3
+$8.83M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.27M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$6.57M

Top Sells

1
+$9.12M
2
+$6.88M
3
+$6.06M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.86M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$5.86M

Sector Composition

1 Technology 13.15%
2 Consumer Discretionary 5.02%
3 Financials 4.6%
4 Communication Services 4.19%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.02M 0.11%
28,100
+14,840
227
$2.02M 0.11%
24,445
-108
228
$2M 0.11%
126,447
+25,382
229
$2M 0.11%
9,783
+1,030
230
$1.97M 0.1%
38,377
+6,403
231
$1.97M 0.1%
12,916
+10,574
232
$1.96M 0.1%
39,802
-130
233
$1.95M 0.1%
38,761
+2,158
234
$1.95M 0.1%
14,405
-2,122
235
$1.95M 0.1%
9,076
+883
236
$1.94M 0.1%
17,939
+1,108
237
$1.94M 0.1%
12,862
-5,511
238
$1.94M 0.1%
35,264
+7,783
239
$1.91M 0.1%
6,533
+45
240
$1.91M 0.1%
101,291
+159
241
$1.9M 0.1%
21,732
+1,839
242
$1.9M 0.1%
17,726
+3,154
243
$1.89M 0.1%
11,310
+231
244
$1.86M 0.1%
59,034
+3,886
245
$1.85M 0.1%
12,940
+792
246
$1.84M 0.1%
17,635
-51,976
247
$1.83M 0.1%
17,442
+2,030
248
$1.8M 0.1%
7,097
+863
249
$1.8M 0.1%
29,403
+6,771
250
$1.79M 0.09%
7,250
+174
8 9
10
11 12