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
$1.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.11M
3
+$7.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.69M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.62M

Top Sells

1
+$11.9M
2
+$7.95M
3
+$7.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.45M

Sector Composition

1 Technology 11.21%
2 Consumer Discretionary 4.99%
3 Financials 4.89%
4 Communication Services 4.58%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.66M 0.11%
16,885
-24,096
227
$1.66M 0.11%
40,193
+1,069
228
$1.66M 0.11%
22,256
-1,758
229
$1.63M 0.11%
18,405
-6,709
230
$1.61M 0.11%
21,266
-753
231
$1.6M 0.11%
19,383
+509
232
$1.59M 0.11%
14,585
+6,644
233
$1.58M 0.11%
8,317
-660
234
$1.58M 0.11%
40,675
-13,855
235
$1.58M 0.11%
17,482
+3,194
236
$1.56M 0.11%
35,198
-24,880
237
$1.55M 0.11%
10,692
-3,030
238
$1.54M 0.11%
9,088
+3,013
239
$1.54M 0.11%
21,797
+122
240
$1.54M 0.11%
108,433
+4,043
241
$1.53M 0.1%
19,435
+254
242
$1.52M 0.1%
17,350
+318
243
$1.5M 0.1%
65,184
-43,950
244
$1.5M 0.1%
51,768
-1,677
245
$1.47M 0.1%
78,700
+1,509
246
$1.47M 0.1%
19,454
+407
247
$1.46M 0.1%
96,424
+20,013
248
$1.46M 0.1%
+19,292
249
$1.43M 0.1%
20,813
+3,307
250
$1.43M 0.1%
7,542
+2,508
8 9
10
11 12