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
51
$7.21M 0.38%
129,738
+4,177
52
$7.01M 0.37%
27,498
+6,724
53
$6.98M 0.37%
115,900
+940
54
$6.96M 0.37%
134,555
+12,620
55
$6.91M 0.37%
49,046
+23,294
56
$6.73M 0.36%
346,502
-1,672
57
$6.72M 0.36%
120,291
-1,729
58
$6.57M 0.35%
+94,323
59
$6.48M 0.34%
56,314
+52,654
60
$6.47M 0.34%
124,539
+2,137
61
$6.31M 0.33%
42,919
-187
62
$6.17M 0.33%
196,248
+27,512
63
$6.16M 0.33%
92,510
+3,690
64
$6.08M 0.32%
44,915
+2,504
65
$6.01M 0.32%
222,909
+18,384
66
$5.94M 0.31%
77,447
+5,566
67
$5.9M 0.31%
11,747
+283
68
$5.9M 0.31%
161,648
-54,314
69
$5.89M 0.31%
116,813
-52,815
70
$5.69M 0.3%
112,665
-1,529
71
$5.65M 0.3%
96,683
-5,090
72
$5.6M 0.3%
143,504
-22,677
73
$5.6M 0.3%
18,330
+861
74
$5.43M 0.29%
82,176
-6,153
75
$5.32M 0.28%
61,178
-69,601
1 2
3
4 5