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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.59M 0.09%
42,008
+597
252
$1.59M 0.09%
6,990
-260
253
$1.58M 0.09%
3,539
-151
254
$1.58M 0.09%
9,449
+246
255
$1.58M 0.09%
12,825
-115
256
$1.58M 0.09%
+27,965
257
$1.57M 0.09%
+45,810
258
$1.57M 0.09%
15,450
-3,613
259
$1.57M 0.09%
+43,918
260
$1.57M 0.09%
92,632
+57,438
261
$1.56M 0.09%
73,800
+3,891
262
$1.55M 0.09%
18,412
+554
263
$1.54M 0.09%
33,522
+642
264
$1.53M 0.09%
52,185
+8,620
265
$1.53M 0.09%
15,572
+73
266
$1.5M 0.08%
13,838
-11,189
267
$1.49M 0.08%
10,388
-2,474
268
$1.48M 0.08%
42,486
-7,650
269
$1.47M 0.08%
27,310
-885
270
$1.46M 0.08%
105,833
+7,532
271
$1.46M 0.08%
26,940
-421
272
$1.45M 0.08%
77,979
+2,497
273
$1.44M 0.08%
29,735
+19,367
274
$1.43M 0.08%
38,766
-1,076
275
$1.41M 0.08%
15,381
+2,248
9 10
11
12 13