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
401
$944K 0.05%
31,013
+4,972
402
$937K 0.05%
5,240
-328
403
$936K 0.05%
1,402
+90
404
$932K 0.05%
6,714
-42,201
405
$931K 0.05%
30,285
+7,755
406
$931K 0.05%
10,097
+1,299
407
$929K 0.05%
22,090
-625
408
$928K 0.05%
11,642
+1,489
409
$927K 0.05%
65,250
+750
410
$927K 0.05%
16,343
+10,155
411
$911K 0.05%
16,522
+5,825
412
$910K 0.05%
+35,228
413
$910K 0.05%
11,589
-270
414
$904K 0.05%
26,027
-57
415
$899K 0.05%
10,271
+6,338
416
$897K 0.05%
2,085
+27
417
$890K 0.05%
9,594
+360
418
$890K 0.05%
18,540
-758
419
$886K 0.05%
109,410
420
$883K 0.05%
12,857
+106
421
$877K 0.05%
9,590
+1,326
422
$869K 0.05%
17,784
+542
423
$868K 0.05%
17,775
+3,383
424
$868K 0.05%
3,966
+47
425
$864K 0.05%
7,571
-20,655
15 16
17
18 19