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
426
$859K 0.05%
35,545
+419
427
$858K 0.05%
8,526
+726
428
$857K 0.05%
27,952
+10,840
429
$856K 0.05%
2,874
-93
430
$853K 0.05%
16,355
+1,381
431
$852K 0.05%
23,070
-290
432
$850K 0.05%
1,506
+1
433
$850K 0.05%
1,833
-129
434
$849K 0.04%
25,890
435
$847K 0.04%
25,237
+1,143
436
$841K 0.04%
25,508
-5,907
437
$836K 0.04%
26,089
+388
438
$834K 0.04%
6,932
439
$833K 0.04%
12,331
+1,436
440
$831K 0.04%
11,604
+1,529
441
$829K 0.04%
1,289
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442
$827K 0.04%
24,459
-153
443
$826K 0.04%
2,167
+1,638
444
$823K 0.04%
9,080
-5,100
445
$819K 0.04%
14,346
+6,688
446
$819K 0.04%
4,337
+145
447
$815K 0.04%
11,673
-6,287
448
$814K 0.04%
44,310
+3,000
449
$812K 0.04%
8,734
-54
450
$805K 0.04%
29,322
+20,050
16 17
18
19 20