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
151
$3M 0.16%
13,252
+4,619
152
$2.99M 0.16%
38,809
+1,233
153
$2.98M 0.16%
50,327
+6,584
154
$2.94M 0.16%
53,334
-670
155
$2.92M 0.15%
47,695
+7,531
156
$2.91M 0.15%
25,426
+1,357
157
$2.9M 0.15%
25,027
-267
158
$2.9M 0.15%
22,437
-1,744
159
$2.89M 0.15%
52,005
-2,323
160
$2.87M 0.15%
18,344
-50
161
$2.87M 0.15%
35,801
+7,700
162
$2.85M 0.15%
88,796
+79,656
163
$2.84M 0.15%
10,289
-505
164
$2.82M 0.15%
159,179
-82
165
$2.81M 0.15%
53,229
+11,961
166
$2.8M 0.15%
127,455
-1,069
167
$2.77M 0.15%
21,406
-13,417
168
$2.75M 0.15%
71,001
-28,866
169
$2.73M 0.14%
13,103
+2,112
170
$2.73M 0.14%
56,526
-7,665
171
$2.71M 0.14%
73,603
-17,044
172
$2.7M 0.14%
37,684
+5,380
173
$2.67M 0.14%
21,526
-404
174
$2.66M 0.14%
51,079
+14,676
175
$2.65M 0.14%
158,358
+200
5 6
7
8 9