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
201
$2.33M 0.12%
71,141
+645
202
$2.32M 0.12%
+59,748
203
$2.32M 0.12%
79,936
+3,353
204
$2.31M 0.12%
19,430
+6,347
205
$2.31M 0.12%
9,966
+738
206
$2.28M 0.12%
51,318
-495
207
$2.27M 0.12%
29,561
+2,552
208
$2.24M 0.12%
45,238
+2,097
209
$2.23M 0.12%
8,361
-268
210
$2.22M 0.12%
104,810
+23,165
211
$2.2M 0.12%
34,578
+238
212
$2.19M 0.12%
26,043
+1,694
213
$2.16M 0.11%
2,359
+91
214
$2.16M 0.11%
142,539
+2,362
215
$2.15M 0.11%
47,301
+6,313
216
$2.14M 0.11%
10,693
-652
217
$2.12M 0.11%
46,400
+492
218
$2.11M 0.11%
83,392
-9,830
219
$2.11M 0.11%
25,515
+167
220
$2.08M 0.11%
40,245
+3,800
221
$2.07M 0.11%
27,239
+179
222
$2.05M 0.11%
19,063
-3,928
223
$2.04M 0.11%
79,884
-60
224
$2.03M 0.11%
7,860
+776
225
$2.03M 0.11%
68,405
+1,005
7 8
9
10 11