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
701
$335K 0.02%
2,449
+73
702
$334K 0.02%
6,119
+1,000
703
$331K 0.02%
+2,232
704
$331K 0.02%
10,720
-231
705
$329K 0.02%
12,145
706
$328K 0.02%
12,619
+200
707
$328K 0.02%
10,772
+1,086
708
$327K 0.02%
2,826
-690
709
$326K 0.02%
10,245
+200
710
$326K 0.02%
+9,077
711
$325K 0.02%
3,658
+3
712
$325K 0.02%
894
-342
713
$325K 0.02%
2,159
-491
714
$323K 0.02%
55,070
715
$323K 0.02%
3,537
+59
716
$323K 0.02%
6,251
-228
717
$322K 0.02%
6,462
-3,432
718
$322K 0.02%
1,269
-3,243
719
$320K 0.02%
5,492
+190
720
$318K 0.02%
7,025
+902
721
$318K 0.02%
6,430
+1,069
722
$317K 0.02%
931
723
$317K 0.02%
16,549
-850
724
$317K 0.02%
2,336
+5
725
$316K 0.02%
+10,898
27 28
29
30 31