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
851
$202K 0.01%
+7,329
852
$201K 0.01%
+1,680
853
$201K 0.01%
308
+2
854
$201K 0.01%
5,522
-867
855
$201K 0.01%
+1,540
856
$201K 0.01%
+1,155
857
$196K 0.01%
16,724
858
$187K 0.01%
+75,570
859
$177K 0.01%
13,825
+10
860
$177K 0.01%
+10,039
861
$173K 0.01%
16,147
862
$166K 0.01%
11,283
863
$164K 0.01%
+11,358
864
$161K 0.01%
+11,682
865
$160K 0.01%
23,576
+1,770
866
$153K 0.01%
10,940
867
$149K 0.01%
+39,325
868
$149K 0.01%
10,687
869
$146K 0.01%
81
-36
870
$141K 0.01%
+12,295
871
$133K 0.01%
13,321
872
$113K 0.01%
13,587
-424
873
$110K 0.01%
14,200
+3,100
874
$104K 0.01%
+13,347
875
$102K 0.01%
+33,370
33 34
35
36 37