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
451
$799K 0.04%
4,343
-400
452
$798K 0.04%
5,725
+28
453
$796K 0.04%
30,491
+7,761
454
$794K 0.04%
16,570
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455
$793K 0.04%
3,505
456
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+29,681
457
$789K 0.04%
13,318
+42
458
$785K 0.04%
80,900
459
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4,238
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460
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7,211
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461
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6,954
-2,880
462
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29,355
-1,243
463
$765K 0.04%
7,123
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464
$763K 0.04%
90,993
+42,742
465
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+23,524
466
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467
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468
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26,383
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469
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6,480
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470
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8,492
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471
$748K 0.04%
10,081
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472
$747K 0.04%
10,950
-1,036
473
$747K 0.04%
14,825
-1,300
474
$746K 0.04%
3,057
+27
475
$744K 0.04%
6,618
+63
17 18
19
20 21