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
176
$2.65M 0.14%
101,666
+886
177
$2.63M 0.14%
20,410
+279
178
$2.63M 0.14%
13,070
+2,451
179
$2.62M 0.14%
44,245
-1,062
180
$2.62M 0.14%
54,133
-955
181
$2.58M 0.14%
9,982
+124
182
$2.57M 0.14%
19,240
+1,534
183
$2.57M 0.14%
27,024
+1,915
184
$2.54M 0.13%
7,496
-437
185
$2.5M 0.13%
40,811
-2,514
186
$2.5M 0.13%
65,837
-57,194
187
$2.49M 0.13%
46,823
+106
188
$2.49M 0.13%
56,528
+9,297
189
$2.48M 0.13%
31,491
+2,538
190
$2.48M 0.13%
17,980
+9,760
191
$2.48M 0.13%
116,895
-15,097
192
$2.47M 0.13%
32,101
-1,433
193
$2.46M 0.13%
20,993
+652
194
$2.45M 0.13%
69,300
-32,073
195
$2.42M 0.13%
48,103
+3,737
196
$2.41M 0.13%
+62,830
197
$2.4M 0.13%
160,305
-442
198
$2.36M 0.12%
25,428
+894
199
$2.35M 0.12%
145,906
+3,882
200
$2.35M 0.12%
35,667
-459
6 7
8
9 10