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
826
$215K 0.01%
+1,155
827
$215K 0.01%
+7,326
828
$215K 0.01%
5,128
+643
829
$214K 0.01%
+762
830
$214K 0.01%
3,969
+62
831
$213K 0.01%
+3,750
832
$213K 0.01%
4,088
-40
833
$212K 0.01%
+1,841
834
$212K 0.01%
13,508
+21
835
$211K 0.01%
14,985
-1,434
836
$211K 0.01%
+1,535
837
$209K 0.01%
3,597
-193
838
$208K 0.01%
+1,902
839
$208K 0.01%
7,680
840
$207K 0.01%
+3,713
841
$207K 0.01%
4,923
+90
842
$207K 0.01%
18,512
+7,342
843
$205K 0.01%
+4,872
844
$205K 0.01%
+4,577
845
$205K 0.01%
+13,084
846
$205K 0.01%
4,313
847
$205K 0.01%
9,546
848
$205K 0.01%
+2,430
849
$204K 0.01%
2,696
-496
850
$202K 0.01%
+3,183
32 33
34
35 36