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
251
$1.42M 0.1%
11,018
+119
252
$1.42M 0.1%
+32,713
253
$1.42M 0.1%
24,650
-2,228
254
$1.4M 0.1%
14,540
+1,521
255
$1.39M 0.1%
39,140
-269
256
$1.39M 0.1%
83,621
+10,492
257
$1.38M 0.09%
58,721
-7,372
258
$1.37M 0.09%
7,970
+116
259
$1.37M 0.09%
30,534
+3,023
260
$1.37M 0.09%
14,422
+77
261
$1.36M 0.09%
1,808
+3
262
$1.36M 0.09%
28,842
-1,302
263
$1.33M 0.09%
7,775
+345
264
$1.33M 0.09%
14,894
+56
265
$1.33M 0.09%
6,019
-225
266
$1.32M 0.09%
21,698
-1,748
267
$1.32M 0.09%
9,439
+1,374
268
$1.31M 0.09%
41,962
-27,182
269
$1.31M 0.09%
6,618
+2,241
270
$1.3M 0.09%
39,695
-7,670
271
$1.3M 0.09%
20,145
-6,427
272
$1.29M 0.09%
88,455
+11,100
273
$1.29M 0.09%
39,677
-144,145
274
$1.29M 0.09%
25,005
+5,458
275
$1.28M 0.09%
12,516
+3,276
9 10
11
12 13