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
626
$422K 0.02%
9,108
+342
627
$422K 0.02%
16,346
-10,166
628
$419K 0.02%
12,896
+216
629
$419K 0.02%
1,840
+523
630
$419K 0.02%
102,051
+12,959
631
$416K 0.02%
6,892
-5
632
$415K 0.02%
3,548
-17
633
$412K 0.02%
+6,405
634
$411K 0.02%
6,498
+38
635
$410K 0.02%
984
+363
636
$409K 0.02%
1,866
+100
637
$409K 0.02%
21,662
638
$405K 0.02%
10,647
+803
639
$405K 0.02%
3,770
-1,280
640
$404K 0.02%
10,160
-1,824
641
$403K 0.02%
761
642
$402K 0.02%
9,909
-444
643
$402K 0.02%
5,739
+349
644
$399K 0.02%
13,866
-229
645
$398K 0.02%
39,322
+242
646
$397K 0.02%
+14,765
647
$394K 0.02%
5,658
-3,681
648
$393K 0.02%
8,460
+624
649
$391K 0.02%
11,765
+75
650
$389K 0.02%
25,231
+33
24 25
26
27 28