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
$3.45B
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$11.4M
3
+$7.12M
4
IBHG icon
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
+$5.73M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.02M

Top Sells

1
+$53.4M
2
+$30.4M
3
+$29.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$14.8M

Sector Composition

1 Technology 11.77%
2 Financials 7.08%
3 Consumer Discretionary 3.93%
4 Healthcare 3.76%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.63M 0.08%
+103,053
227
$2.6M 0.08%
13,880
-1,631
228
$2.59M 0.08%
9,638
+574
229
$2.57M 0.07%
8,259
+410
230
$2.54M 0.07%
52,204
+12,495
231
$2.51M 0.07%
66,029
-14,722
232
$2.51M 0.07%
132,892
+11,695
233
$2.5M 0.07%
105,133
-6,420
234
$2.48M 0.07%
21,563
+12,019
235
$2.45M 0.07%
59,609
-8,670
236
$2.45M 0.07%
65,429
+21,825
237
$2.42M 0.07%
21,222
-1,009
238
$2.42M 0.07%
6,331
+769
239
$2.41M 0.07%
23,329
-1,358
240
$2.41M 0.07%
69,747
-2,175
241
$2.4M 0.07%
39,784
+467
242
$2.4M 0.07%
19,787
-1,065
243
$2.4M 0.07%
75,658
-1,940
244
$2.39M 0.07%
23,355
+21,366
245
$2.39M 0.07%
24,084
-5,197
246
$2.36M 0.07%
22,269
-3,454
247
$2.36M 0.07%
25,413
+473
248
$2.35M 0.07%
6,712
+202
249
$2.35M 0.07%
52,982
+216
250
$2.34M 0.07%
28,227
-3,317
8 9
10
11 12