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
351
$1.1M 0.06%
70,316
+3,519
352
$1.09M 0.06%
29,196
+8,125
353
$1.09M 0.06%
37,273
+1,459
354
$1.09M 0.06%
6,833
+26
355
$1.09M 0.06%
14,982
+2,979
356
$1.09M 0.06%
25,437
+67
357
$1.09M 0.06%
25,789
+3,545
358
$1.09M 0.06%
3,750
359
$1.08M 0.06%
18,061
+74
360
$1.08M 0.06%
22,774
+530
361
$1.08M 0.06%
2,825
+423
362
$1.07M 0.06%
58,979
-1,833
363
$1.07M 0.06%
21,091
364
$1.06M 0.06%
13,937
+358
365
$1.05M 0.06%
30,550
-850
366
$1.05M 0.06%
12,020
+507
367
$1.04M 0.06%
4,747
+2
368
$1.04M 0.06%
20,567
+2,262
369
$1.04M 0.06%
40,040
-7,000
370
$1.04M 0.06%
6,934
+111
371
$1.04M 0.06%
21,864
-1,850
372
$1.04M 0.06%
23,301
+5,634
373
$1.03M 0.05%
14,733
+219
374
$1.03M 0.05%
9,453
+3,095
375
$1.03M 0.05%
11,718
-74
13 14
15
16 17