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
651
$389K 0.02%
3,442
-732
652
$388K 0.02%
16,774
+39
653
$386K 0.02%
10,618
-3,691
654
$386K 0.02%
2,231
+409
655
$385K 0.02%
4,147
+36
656
$384K 0.02%
10,650
-550
657
$382K 0.02%
3,306
-191
658
$382K 0.02%
22,342
+3,169
659
$382K 0.02%
8,557
-974
660
$382K 0.02%
3,844
+280
661
$381K 0.02%
47,544
662
$380K 0.02%
19,587
-3,165
663
$376K 0.02%
12,286
-280
664
$376K 0.02%
8,944
+6
665
$374K 0.02%
1,794
-501
666
$373K 0.02%
9,105
+679
667
$372K 0.02%
1,922
668
$371K 0.02%
+9,440
669
$371K 0.02%
+1,787
670
$370K 0.02%
9,252
+527
671
$369K 0.02%
6,591
-7
672
$365K 0.02%
+2,269
673
$364K 0.02%
2,684
-199
674
$364K 0.02%
+3,828
675
$359K 0.02%
6,973
+357
25 26
27
28 29