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
501
$648K 0.03%
14,903
+1,577
502
$642K 0.03%
1,715
+141
503
$642K 0.03%
6,049
+3,056
504
$641K 0.03%
16,408
+4,019
505
$635K 0.03%
7,057
506
$631K 0.03%
32,340
507
$630K 0.03%
16,616
508
$630K 0.03%
8,453
+700
509
$630K 0.03%
23,950
510
$630K 0.03%
+38,357
511
$626K 0.03%
13,088
+300
512
$623K 0.03%
5,409
-328
513
$620K 0.03%
+15,893
514
$620K 0.03%
23,916
+14,495
515
$618K 0.03%
23,207
+487
516
$614K 0.03%
6,899
+400
517
$614K 0.03%
6,041
+922
518
$613K 0.03%
6,942
519
$607K 0.03%
+10,610
520
$605K 0.03%
11,417
-1,010
521
$605K 0.03%
8,655
+200
522
$602K 0.03%
33,465
+18,001
523
$600K 0.03%
40,000
-308
524
$596K 0.03%
8,981
+1,198
525
$595K 0.03%
7,438
+296
19 20
21
22 23