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
101
$3.93M 0.21%
121,240
-43,930
102
$3.92M 0.21%
34,093
+1,538
103
$3.88M 0.21%
15,243
+1,003
104
$3.88M 0.21%
44,459
+168
105
$3.8M 0.2%
204,517
-4,782
106
$3.78M 0.2%
28,538
-44,250
107
$3.77M 0.2%
46,635
+6,546
108
$3.76M 0.2%
6,625
+194
109
$3.76M 0.2%
39,743
-1,719
110
$3.75M 0.2%
199,368
+9,006
111
$3.74M 0.2%
10,533
+284
112
$3.73M 0.2%
+22,480
113
$3.73M 0.2%
74,624
-25,524
114
$3.73M 0.2%
14,183
+1,140
115
$3.72M 0.2%
45,781
+206
116
$3.67M 0.19%
137,619
-10,854
117
$3.67M 0.19%
111,169
-3,487
118
$3.67M 0.19%
9,373
-22
119
$3.64M 0.19%
17,591
+359
120
$3.57M 0.19%
75,304
+816
121
$3.54M 0.19%
46,169
-16,338
122
$3.5M 0.19%
43,906
+6,114
123
$3.48M 0.18%
151,412
+11,176
124
$3.48M 0.18%
48,348
-16,289
125
$3.46M 0.18%
117,046
+28,774
3 4
5
6 7