MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
1
$89.6M 4.74%
504,543
+5,365
2
$65.2M 3.45%
136,599
+7,488
3
$53M 2.81%
157,697
+2,196
4
$39.6M 2.1%
99,545
+33,825
5
$27.6M 1.46%
58,074
+22,063
6
$26.8M 1.42%
161,040
+9,520
7
$23.2M 1.23%
133,176
-2,512
8
$18.7M 0.99%
62,630
-3,966
9
$18.5M 0.98%
107,870
-3,533
10
$16.8M 0.89%
147,272
-37,878
11
$16.8M 0.89%
200,597
+98,836
12
$15.7M 0.83%
76,660
-7,811
13
$15M 0.79%
42,495
+5,298
14
$14.6M 0.77%
100,740
+2,980
15
$14.2M 0.75%
581,046
-2,847
16
$14.1M 0.74%
125,321
+526
17
$13.7M 0.73%
31,394
+1,558
18
$13.5M 0.71%
254,711
+31,083
19
$12.8M 0.68%
38,188
-1,405
20
$12.5M 0.66%
86,280
+620
21
$12.5M 0.66%
608,648
-11,624
22
$12.4M 0.65%
116,879
+14,159
23
$11.6M 0.62%
183,518
+1,801
24
$11.6M 0.61%
394,260
+77,490
25
$10.3M 0.55%
32,145
-1,588
1
2 3 4 5