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
576
$509K 0.03%
7,903
+150
577
$508K 0.03%
24,252
+3,780
578
$505K 0.03%
14,317
+2,540
579
$504K 0.03%
4,215
580
$502K 0.03%
60,974
-1,748
581
$500K 0.03%
9,303
+324
582
$498K 0.03%
2,400
583
$498K 0.03%
1,637
+252
584
$496K 0.03%
10,724
+203
585
$493K 0.03%
5,866
+191
586
$492K 0.03%
9,782
+282
587
$491K 0.03%
24,421
+3,819
588
$489K 0.03%
11,318
+90
589
$485K 0.03%
31,948
-468
590
$485K 0.03%
+5,114
591
$483K 0.03%
5,662
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592
$483K 0.03%
10,525
593
$482K 0.03%
4,310
+250
594
$478K 0.03%
2,892
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595
$476K 0.03%
8,616
596
$471K 0.02%
11,432
+17
597
$469K 0.02%
36,578
-988
598
$468K 0.02%
+22,976
599
$468K 0.02%
5,889
+129
600
$465K 0.02%
15,098
+1,072
22 23
24
25 26