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
726
$316K 0.02%
1,978
+67
727
$315K 0.02%
+5,334
728
$314K 0.02%
+10,611
729
$314K 0.02%
1,112
+10
730
$312K 0.02%
9,923
-1,808
731
$312K 0.02%
15,227
+4,297
732
$312K 0.02%
940
+335
733
$311K 0.02%
5,955
-5,916
734
$310K 0.02%
863
+86
735
$307K 0.02%
10,650
+1,576
736
$306K 0.02%
659
737
$306K 0.02%
2,365
+45
738
$305K 0.02%
173
-48
739
$305K 0.02%
+2,206
740
$303K 0.02%
4,530
-391
741
$303K 0.02%
8,285
-819
742
$302K 0.02%
2,114
+130
743
$302K 0.02%
17,007
744
$301K 0.02%
9,790
745
$299K 0.02%
4,079
+65
746
$298K 0.02%
2,622
+227
747
$295K 0.02%
625
+31
748
$293K 0.02%
9,413
749
$293K 0.02%
2,855
-259
750
$290K 0.02%
1,677
+8
28 29
30
31 32