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
326
$1.26M 0.07%
7,494
+332
327
$1.26M 0.07%
6,035
-36
328
$1.26M 0.07%
21,444
+480
329
$1.26M 0.07%
17,329
+1,029
330
$1.25M 0.07%
11,865
-476
331
$1.25M 0.07%
10,333
-51
332
$1.25M 0.07%
9,699
-2,426
333
$1.24M 0.07%
518
-1
334
$1.23M 0.06%
12,490
+2,506
335
$1.23M 0.06%
7,493
+242
336
$1.2M 0.06%
2,627
+101
337
$1.19M 0.06%
13,001
+1,372
338
$1.19M 0.06%
10,123
+43
339
$1.18M 0.06%
17,858
+2,440
340
$1.17M 0.06%
7,448
-152
341
$1.17M 0.06%
3,867
+753
342
$1.17M 0.06%
13,551
-200
343
$1.16M 0.06%
11,248
+436
344
$1.16M 0.06%
15,848
+9,024
345
$1.14M 0.06%
3,768
+13
346
$1.14M 0.06%
37,876
+11,421
347
$1.13M 0.06%
+22,736
348
$1.12M 0.06%
11,111
+727
349
$1.12M 0.06%
34,674
+209
350
$1.11M 0.06%
24,237
+6,511
12 13
14
15 16