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
776
$259K 0.01%
+8,559
777
$257K 0.01%
2,256
+221
778
$256K 0.01%
+727
779
$256K 0.01%
3,529
+111
780
$255K 0.01%
+123
781
$255K 0.01%
6,000
782
$254K 0.01%
5,661
-115
783
$253K 0.01%
719
784
$252K 0.01%
9,370
-15,787
785
$252K 0.01%
+17,981
786
$250K 0.01%
24,732
+10,639
787
$249K 0.01%
+6,924
788
$249K 0.01%
5,352
+152
789
$247K 0.01%
7,453
-40
790
$244K 0.01%
3,906
+629
791
$243K 0.01%
+4,226
792
$242K 0.01%
+304
793
$241K 0.01%
5,752
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794
$240K 0.01%
5,868
+20
795
$239K 0.01%
21,976
+5,862
796
$239K 0.01%
+39,000
797
$238K 0.01%
969
-108
798
$237K 0.01%
810
+39
799
$236K 0.01%
2,506
-5,920
800
$235K 0.01%
1,063
-53
30 31
32
33 34