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
26
$10.1M 0.54%
55,761
+32,353
27
$9.93M 0.53%
64,120
+4,728
28
$9.85M 0.52%
84,769
+25,744
29
$9.56M 0.51%
60,376
+1,032
30
$9.45M 0.5%
64,896
+39,834
31
$9.36M 0.5%
208,635
+38,363
32
$9.18M 0.49%
38,010
-1,914
33
$9.11M 0.48%
84,439
-1,022
34
$9.07M 0.48%
162,872
+4,048
35
$9.02M 0.48%
21,733
+749
36
$8.94M 0.47%
175,164
+16,872
37
$8.86M 0.47%
169,261
+5,330
38
$8.83M 0.47%
+267,074
39
$8.47M 0.45%
72,222
+810
40
$8.38M 0.44%
97,936
+66,474
41
$8.28M 0.44%
74,829
+22,076
42
$8.2M 0.43%
14,456
+19
43
$8.14M 0.43%
302,048
+3,450
44
$8.07M 0.43%
47,197
+1,320
45
$8.03M 0.43%
43,928
+1,523
46
$7.76M 0.41%
150,628
+10,637
47
$7.54M 0.4%
127,706
+2,751
48
$7.5M 0.4%
70,620
+51,801
49
$7.48M 0.4%
45,727
+639
50
$7.26M 0.38%
137,621
+26,727
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