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
$1.94B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$63.4M
3
+$36.1M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$22.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M

Top Sells

1
+$16.3M
2
+$6.5M
3
+$3.49M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.53M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.74M

Sector Composition

1 Technology 9.83%
2 Financials 5.09%
3 Consumer Discretionary 4.18%
4 Healthcare 3.94%
5 Communication Services 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.54M 0.08%
9,591
+2,079
252
$1.53M 0.08%
33,685
+3,421
253
$1.5M 0.08%
34,086
+1,600
254
$1.5M 0.08%
14,023
+5,754
255
$1.49M 0.08%
47,341
+11,896
256
$1.49M 0.08%
18,745
+221
257
$1.49M 0.08%
39,684
+2,118
258
$1.49M 0.08%
76,148
-1,548
259
$1.49M 0.08%
21,836
-66
260
$1.47M 0.08%
44,374
+23,689
261
$1.47M 0.08%
24,398
-194
262
$1.47M 0.08%
2,665
+228
263
$1.46M 0.07%
77,051
+12,811
264
$1.45M 0.07%
+94,685
265
$1.45M 0.07%
41,028
+24,003
266
$1.45M 0.07%
144,711
-14,436
267
$1.44M 0.07%
24,033
+15,798
268
$1.44M 0.07%
6,345
-564
269
$1.43M 0.07%
35,809
-64
270
$1.43M 0.07%
8,417
+201
271
$1.43M 0.07%
+54,516
272
$1.43M 0.07%
9,924
+1,410
273
$1.42M 0.07%
33,048
+14,496
274
$1.42M 0.07%
17,227
-14,211
275
$1.42M 0.07%
15,477
+4,849
9 10
11
12 13