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
251
$1.78M 0.09%
7,786
+5,589
252
$1.77M 0.09%
67,516
+2,077
253
$1.74M 0.09%
50,136
-12,843
254
$1.74M 0.09%
20,606
-603
255
$1.74M 0.09%
82,343
-3,170
256
$1.72M 0.09%
30,694
+1,765
257
$1.72M 0.09%
11,602
-1,930
258
$1.71M 0.09%
6,763
+4,850
259
$1.71M 0.09%
9,049
+900
260
$1.71M 0.09%
41,411
+2,116
261
$1.68M 0.09%
6,351
+4,957
262
$1.67M 0.09%
28,393
+542
263
$1.66M 0.09%
8,416
+510
264
$1.65M 0.09%
69,909
+3,485
265
$1.64M 0.09%
4,560
+239
266
$1.64M 0.09%
6,505
+259
267
$1.62M 0.09%
21,825
-1,050
268
$1.61M 0.09%
26,831
-5,816
269
$1.6M 0.08%
9,203
+1,022
270
$1.6M 0.08%
28,195
-18,640
271
$1.59M 0.08%
98,301
+2,226
272
$1.58M 0.08%
125,856
-18,744
273
$1.57M 0.08%
37,859
+1,372
274
$1.55M 0.08%
27,361
+305
275
$1.54M 0.08%
5,480
-101
9 10
11
12 13