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
$2.23B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.6M
3
+$14.2M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$9.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Top Sells

1
+$5.66M
2
+$4.74M
3
+$4.38M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.01M
5
PSQ icon
ProShares Short QQQ
PSQ
+$3.59M

Sector Composition

1 Technology 9.15%
2 Financials 7.05%
3 Healthcare 3.86%
4 Consumer Discretionary 3.56%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.99M 0.09%
89,952
+10,820
227
$1.99M 0.09%
8,006
-1,037
228
$1.98M 0.09%
10,343
-1,014
229
$1.97M 0.09%
61,270
+16,896
230
$1.97M 0.09%
54,205
+44,005
231
$1.96M 0.09%
37,582
+19,223
232
$1.96M 0.09%
11,263
+752
233
$1.95M 0.09%
17,873
+5,025
234
$1.95M 0.09%
38,700
-3,835
235
$1.94M 0.09%
25,011
+283
236
$1.94M 0.09%
38,727
-2,487
237
$1.93M 0.09%
37,142
+1,296
238
$1.9M 0.09%
19,120
+6,286
239
$1.88M 0.08%
48,741
+1,385
240
$1.88M 0.08%
89,358
+26,309
241
$1.88M 0.08%
5,461
-179
242
$1.87M 0.08%
11,345
+463
243
$1.87M 0.08%
13,780
+1,245
244
$1.85M 0.08%
66,679
+5,770
245
$1.85M 0.08%
8,912
+287
246
$1.84M 0.08%
83,669
+13,210
247
$1.83M 0.08%
4,278
+454
248
$1.83M 0.08%
39,278
-161
249
$1.82M 0.08%
34,585
-4,755
250
$1.81M 0.08%
43,653
+3,969
8 9
10
11 12