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
526
$593K 0.03%
14,407
+2,708
527
$593K 0.03%
9,530
528
$589K 0.03%
19,616
+2,740
529
$589K 0.03%
10,810
-1,395
530
$588K 0.03%
10,089
+4
531
$583K 0.03%
2,470
-131
532
$582K 0.03%
7,010
-63
533
$581K 0.03%
51,400
+27,000
534
$576K 0.03%
5,684
+140
535
$576K 0.03%
22,887
536
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1,632
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537
$567K 0.03%
12,523
-1,418
538
$565K 0.03%
25,586
+3,405
539
$564K 0.03%
15,595
-3,070
540
$564K 0.03%
11,500
541
$560K 0.03%
44,200
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10,305
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543
$558K 0.03%
3,084
+1,056
544
$558K 0.03%
26,859
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545
$556K 0.03%
265
-26
546
$556K 0.03%
30,130
-150
547
$555K 0.03%
8,420
+664
548
$555K 0.03%
5,347
+801
549
$553K 0.03%
117,003
+100,852
550
$553K 0.03%
17,861
-944
20 21
22
23 24