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
676
$358K 0.02%
4,632
677
$358K 0.02%
2,056
-258
678
$357K 0.02%
6,877
-1,227
679
$356K 0.02%
23,065
680
$354K 0.02%
2,382
-250
681
$354K 0.02%
4,958
-4,801
682
$352K 0.02%
5,256
-4,331
683
$351K 0.02%
4,890
684
$349K 0.02%
5,760
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685
$349K 0.02%
25,691
686
$346K 0.02%
1,379
-93
687
$345K 0.02%
1,646
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688
$344K 0.02%
6,733
689
$344K 0.02%
25,115
-113
690
$342K 0.02%
511
691
$341K 0.02%
7,913
692
$341K 0.02%
6,777
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693
$341K 0.02%
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694
$339K 0.02%
2,815
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695
$339K 0.02%
7,225
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696
$337K 0.02%
2,156
+632
697
$337K 0.02%
13,869
-3,787
698
$336K 0.02%
2,256
+570
699
$336K 0.02%
6,575
-92
700
$335K 0.02%
509
-9
26 27
28
29 30