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
276
$1.53M 0.08%
9,473
+805
277
$1.53M 0.08%
16,355
+344
278
$1.52M 0.08%
31,000
-6,858
279
$1.52M 0.08%
10,214
-231
280
$1.51M 0.08%
20,841
+1,753
281
$1.51M 0.08%
6,768
-30,918
282
$1.5M 0.08%
205,692
+150,595
283
$1.5M 0.08%
49,695
+3,208
284
$1.49M 0.08%
43,565
+1,840
285
$1.49M 0.08%
33,916
+24,633
286
$1.48M 0.08%
81,415
+38,933
287
$1.46M 0.08%
13,044
-1,886
288
$1.45M 0.08%
39,699
-24,121
289
$1.45M 0.08%
8,757
-53
290
$1.44M 0.08%
26,389
+4,013
291
$1.44M 0.08%
15,499
+11
292
$1.43M 0.08%
39,890
+742
293
$1.43M 0.08%
3,690
+751
294
$1.43M 0.08%
18,831
295
$1.42M 0.08%
94,234
+1,164
296
$1.4M 0.07%
20,619
-621
297
$1.4M 0.07%
5,226
+19
298
$1.39M 0.07%
46,387
-520
299
$1.39M 0.07%
12,704
-52,041
300
$1.39M 0.07%
39,842
-1,172
10 11
12
13 14