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
$940M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.81M
3
+$8.84M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.24M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.34M

Top Sells

1
+$5.18M
2
+$4.37M
3
+$4.23M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.01M
5
IAU icon
iShares Gold Trust
IAU
+$3.74M

Sector Composition

1 Technology 8.36%
2 Financials 4.97%
3 Consumer Discretionary 4.5%
4 Healthcare 3.94%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$842K 0.09%
6,573
+923
252
$842K 0.09%
25,094
+2,898
253
$841K 0.09%
8,280
+5,737
254
$836K 0.09%
7,174
+3,644
255
$831K 0.09%
9,523
-19,179
256
$827K 0.09%
21,902
-3,803
257
$822K 0.09%
21,152
+2,051
258
$819K 0.09%
5,081
-1,452
259
$811K 0.09%
15,024
-270
260
$811K 0.09%
7,509
+1,601
261
$809K 0.09%
394
+18
262
$809K 0.09%
+42,064
263
$801K 0.09%
+30,276
264
$788K 0.08%
14,172
-219
265
$781K 0.08%
12,024
-235
266
$763K 0.08%
9,935
+633
267
$756K 0.08%
11,867
-2,544
268
$752K 0.08%
5,059
+2,621
269
$751K 0.08%
6,448
-85
270
$740K 0.08%
27,440
-1,000
271
$737K 0.08%
14,785
-2,356
272
$730K 0.08%
56,600
-48,480
273
$726K 0.08%
22,430
+8,910
274
$725K 0.08%
48,687
+363
275
$720K 0.08%
23,259
-823
9 10
11
12 13