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
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
– –
-922
883
– –
-2,460
884
– –
-10,100
885
– –
-28,257
886
– –
-1,907
887
– –
-9,529
888
– –
-3,128
889
– –
-3,702
890
– –
-9,781
891
– –
-13,107
892
– –
-67,849
893
– –
-9,419
894
– –
-6,163
895
– –
-6,117
896
– –
-7,683
897
– –
-11,231
898
– –
-32,719
899
– –
-16,283
900
– –
-381
34 35
36
37 38