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
551
$552K 0.03%
+29,608
552
$549K 0.03%
29,540
-2,970
553
$546K 0.03%
8,441
+1,750
554
$546K 0.03%
8,648
-279
555
$545K 0.03%
2,091
+270
556
$544K 0.03%
3,036
-182
557
$543K 0.03%
+16,858
558
$543K 0.03%
1,541
+31
559
$540K 0.03%
+5,236
560
$537K 0.03%
9,563
+117
561
$536K 0.03%
8,477
+3,142
562
$530K 0.03%
22,039
+3,000
563
$529K 0.03%
10,156
+5,535
564
$527K 0.03%
5,369
-473
565
$526K 0.03%
2,545
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566
$526K 0.03%
2,892
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567
$525K 0.03%
6,162
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568
$524K 0.03%
10,368
-13
569
$520K 0.03%
7,788
-21
570
$519K 0.03%
5,956
-191
571
$518K 0.03%
7,649
+1
572
$517K 0.03%
1,246
+4
573
$517K 0.03%
8,222
+46
574
$515K 0.03%
2,360
+362
575
$514K 0.03%
11,023
+256
21 22
23
24 25