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
801
$233K 0.01%
+12,243
802
$232K 0.01%
+851
803
$229K 0.01%
2,123
804
$229K 0.01%
7,506
-421
805
$227K 0.01%
4,808
-63
806
$226K 0.01%
2,222
+150
807
$226K 0.01%
2,954
808
$226K 0.01%
+1,065
809
$225K 0.01%
267
+1
810
$225K 0.01%
7,207
-337
811
$225K 0.01%
2,733
-558
812
$225K 0.01%
+15,000
813
$224K 0.01%
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814
$224K 0.01%
19,587
+2,018
815
$224K 0.01%
+1,370
816
$223K 0.01%
5,588
-23,572
817
$221K 0.01%
6,560
-1,000
818
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819
$220K 0.01%
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820
$220K 0.01%
594
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821
$219K 0.01%
9,476
+1,669
822
$218K 0.01%
+3,043
823
$218K 0.01%
7,254
-1,776
824
$217K 0.01%
6,806
825
$216K 0.01%
+3,692
31 32
33
34 35