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
601
$465K 0.02%
6,921
-6,057
602
$464K 0.02%
6,076
+1,098
603
$463K 0.02%
11,921
+759
604
$462K 0.02%
19,850
-1,860
605
$462K 0.02%
41,500
606
$461K 0.02%
+43,728
607
$459K 0.02%
6,107
-2,438
608
$455K 0.02%
8,118
+1,754
609
$453K 0.02%
3,904
610
$453K 0.02%
4,938
+423
611
$452K 0.02%
6,266
+810
612
$450K 0.02%
334
+82
613
$449K 0.02%
9,907
+1,245
614
$440K 0.02%
5,787
+1,405
615
$440K 0.02%
13,874
-4,118
616
$440K 0.02%
2,195
+252
617
$437K 0.02%
+26,000
618
$436K 0.02%
5,583
-3
619
$433K 0.02%
22,848
+1,848
620
$432K 0.02%
684
+46
621
$430K 0.02%
4,820
+355
622
$430K 0.02%
2,769
+465
623
$426K 0.02%
2,202
-150
624
$425K 0.02%
3,921
+264
625
$423K 0.02%
8,243
+188
23 24
25
26 27