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
751
$290K 0.02%
4,545
+391
752
$289K 0.02%
+2,784
753
$289K 0.02%
4,010
+140
754
$286K 0.02%
4,408
755
$282K 0.01%
1,734
-258
756
$281K 0.01%
9,205
+1,905
757
$277K 0.01%
3,759
-248
758
$276K 0.01%
5,865
+795
759
$275K 0.01%
851
-181
760
$274K 0.01%
768
761
$274K 0.01%
9,956
762
$271K 0.01%
3,808
+160
763
$271K 0.01%
11,025
+442
764
$270K 0.01%
14,954
-695
765
$268K 0.01%
+11,405
766
$266K 0.01%
1,071
+5
767
$265K 0.01%
15,555
+5,439
768
$265K 0.01%
4,500
+450
769
$265K 0.01%
6,348
-3,623
770
$264K 0.01%
7,550
-250
771
$263K 0.01%
2,559
+309
772
$263K 0.01%
+1,563
773
$263K 0.01%
1,918
-434
774
$262K 0.01%
2,139
+207
775
$261K 0.01%
504
-10,593
29 30
31
32 33