MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
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
+$13.1M
2
+$10.1M
3
+$8.74M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.96M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$6.34M

Top Sells

1
+$9.12M
2
+$6.99M
3
+$6.04M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.88M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$5.75M

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
876
$62K ﹤0.01%
18,967
-5,402
877
$58K ﹤0.01%
18,710
878
$38K ﹤0.01%
234
+118
879
$37K ﹤0.01%
6,460
+2,500
880
$22K ﹤0.01%
2
881
$14K ﹤0.01%
13,800
-5,000
882
– –
-12,775
883
– –
-1,581
884
– –
-3,029
885
– –
-2,983
886
– –
-27,040
887
– –
-1,910
888
– –
-2,161
889
– –
-2,460
890
– –
-10,100
891
– –
-28,257
892
– –
-1,907
893
– –
-54,003
894
– –
-1,850
895
– –
-298,025
896
– –
-3,128
897
– –
-9,529
898
– –
-3,702
899
– –
-9,781
900
– –
-13,107
34 35
36
37 38