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
76
$5.31M 0.28%
55,821
+4,367
77
$5.08M 0.27%
120,500
-3,265
78
$5.03M 0.27%
+153,350
79
$4.98M 0.26%
185,772
-5,268
80
$4.97M 0.26%
61,823
+1,052
81
$4.95M 0.26%
91,790
-3,070
82
$4.82M 0.26%
40,650
-4,472
83
$4.76M 0.25%
26,058
+577
84
$4.72M 0.25%
258,991
+21,621
85
$4.65M 0.25%
24,652
+7,687
86
$4.58M 0.24%
21,144
+863
87
$4.58M 0.24%
198,487
+12,964
88
$4.55M 0.24%
227,307
-10,160
89
$4.47M 0.24%
31,082
+206
90
$4.45M 0.24%
78,154
-641
91
$4.44M 0.24%
25,992
+893
92
$4.39M 0.23%
35,826
+930
93
$4.33M 0.23%
41,985
+48
94
$4.32M 0.23%
77,871
-1,594
95
$4.19M 0.22%
24,955
+1,240
96
$4.15M 0.22%
53,439
-9,039
97
$4.12M 0.22%
104,444
+5,292
98
$4.06M 0.21%
54,410
-10,973
99
$4M 0.21%
157,482
-64
100
$3.98M 0.21%
80,495
+12,940
2 3
4
5 6