MA
Mutual Advisors Portfolio holdings
AUM
$4B
1-Year Return
14.38%
This Quarter Return
+8.23%
1 Year Return
+14.38%
3 Year Return
+52.75%
5 Year Return
+91.66%
10 Year Return
–
AUM
$1.89B
AUM Growth
+$198M
(+12%)
Cap. Flow
+$81.3M
Cap. Flow
% of AUM
4.32%
Top 10 Holdings %
Top 10 Hldgs %
20.11%
Holding
941
New
81
Increased
468
Reduced
263
Closed
60
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$13.5M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$10.5M |
| 3 |
FT Vest US Equity Deep Buffer ETF October
DOCT
|
+$8.83M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$8.27M |
| 5 |
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
|
+$6.57M |
Top Sells
| 1 |
FT Vest US Equity Deep Buffer ETF April
DAPR
|
+$9.12M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$6.88M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$6.06M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$5.86M |
| 5 |
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% |
