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
376
$1.03M 0.05%
6,582
+54
377
$1.03M 0.05%
2,992
+206
378
$1.02M 0.05%
1,576
+255
379
$1.02M 0.05%
4,423
+646
380
$1.01M 0.05%
11,690
+100
381
$1.01M 0.05%
6,247
+160
382
$1.01M 0.05%
23,200
+9,800
383
$1M 0.05%
28,054
+9,883
384
$1M 0.05%
13,876
+2,566
385
$1M 0.05%
7,576
386
$997K 0.05%
14,795
+1,808
387
$994K 0.05%
17,780
-242
388
$994K 0.05%
4,660
+29
389
$994K 0.05%
10,969
-8,448
390
$987K 0.05%
16,803
+5,252
391
$980K 0.05%
45,545
+8,383
392
$979K 0.05%
14,485
-1,149
393
$978K 0.05%
10,499
+3,901
394
$976K 0.05%
16,854
395
$972K 0.05%
18,799
-1,472
396
$968K 0.05%
29,244
+22,819
397
$965K 0.05%
27,600
398
$959K 0.05%
8,509
-287
399
$947K 0.05%
13,372
+51
400
$946K 0.05%
84,584
+23,257
14 15
16
17 18