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
476
$743K 0.04%
3,383
+147
477
$742K 0.04%
30,528
+7,863
478
$740K 0.04%
11,928
-766
479
$734K 0.04%
41,125
+21,400
480
$731K 0.04%
35,194
+3,992
481
$730K 0.04%
12,150
-1,730
482
$726K 0.04%
14,346
+8,607
483
$723K 0.04%
+20,480
484
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9,283
-174
485
$714K 0.04%
2,894
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486
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44,785
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487
$704K 0.04%
6,919
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488
$701K 0.04%
30,700
489
$691K 0.04%
8,051
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490
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18,234
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491
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492
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5,545
-202
493
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11,618
-6,154
494
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+30,000
495
$672K 0.04%
8,549
-347
496
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4,997
-8
497
$663K 0.04%
10,103
+79
498
$656K 0.03%
5,743
-199
499
$654K 0.03%
26,400
500
$652K 0.03%
28,080
18 19
20
21 22