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
126
$3.46M 0.18%
43,470
+14,015
127
$3.41M 0.18%
43,552
128
$3.39M 0.18%
40,031
-1,383
129
$3.39M 0.18%
128,487
+17,450
130
$3.38M 0.18%
55,325
-3,977
131
$3.34M 0.18%
81,806
-9,498
132
$3.34M 0.18%
28,731
+4,659
133
$3.29M 0.17%
21,318
+5,102
134
$3.29M 0.17%
42,678
+26,281
135
$3.28M 0.17%
52,552
+1,967
136
$3.27M 0.17%
23,217
+648
137
$3.23M 0.17%
62,327
+24,103
138
$3.15M 0.17%
7
139
$3.15M 0.17%
+89,963
140
$3.15M 0.17%
37,126
+1,350
141
$3.12M 0.17%
153,543
-2,935
142
$3.1M 0.16%
13,791
+1,810
143
$3.09M 0.16%
51,745
-864
144
$3.08M 0.16%
11,505
+504
145
$3.08M 0.16%
29,489
+1,729
146
$3.07M 0.16%
29,034
-18,733
147
$3.05M 0.16%
37,720
-8,137
148
$3.04M 0.16%
27,538
+1,082
149
$3.03M 0.16%
70,313
-893
150
$3.02M 0.16%
19,795
+251
4 5
6
7 8