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
$659M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$26M
3
+$11.7M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$10.7M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$10.4M

Top Sells

1
+$1.97M
2
+$1.44M
3
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$968K

Sector Composition

1 Technology 11.24%
2 Financials 5.58%
3 Consumer Discretionary 4.96%
4 Industrials 4.11%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$620K 0.09%
7,303
+1,127
252
$617K 0.09%
8,172
+1,288
253
$615K 0.09%
6,997
+160
254
$614K 0.09%
7,864
-12,392
255
$612K 0.09%
6,173
-100
256
$610K 0.09%
20,330
257
$608K 0.09%
20,573
-165
258
$607K 0.09%
+23,560
259
$603K 0.09%
4,169
+640
260
$602K 0.09%
35,908
+2,560
261
$594K 0.09%
9,402
+1,975
262
$594K 0.09%
6,500
263
$584K 0.09%
11,282
+1,903
264
$576K 0.09%
5,285
+159
265
$568K 0.09%
5,200
+1
266
$566K 0.09%
80,640
+22,720
267
$562K 0.09%
3,871
+15
268
$557K 0.08%
37,000
269
$543K 0.08%
9,155
+1,810
270
$540K 0.08%
8,801
271
$539K 0.08%
11,496
+4
272
$535K 0.08%
11,710
273
$533K 0.08%
3,766
+577
274
$533K 0.08%
6,169
-228
275
$533K 0.08%
9,594
+883
9 10
11
12 13