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
$3.45B
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$11.4M
3
+$7.12M
4
IBHG icon
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
+$5.73M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.02M

Top Sells

1
+$53.4M
2
+$30.4M
3
+$29.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$14.8M

Sector Composition

1 Technology 11.77%
2 Financials 7.08%
3 Consumer Discretionary 3.93%
4 Healthcare 3.76%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.29M 0.07%
21,034
-510
252
$2.29M 0.07%
6,629
+246
253
$2.28M 0.07%
10,801
-126
254
$2.26M 0.07%
38,722
-650
255
$2.24M 0.06%
9,575
+503
256
$2.23M 0.06%
25,261
-32
257
$2.23M 0.06%
27,273
+1,837
258
$2.23M 0.06%
8,841
+5,499
259
$2.23M 0.06%
17,098
-2,255
260
$2.22M 0.06%
23,536
-924
261
$2.22M 0.06%
18,750
-4,455
262
$2.21M 0.06%
3,757
+21
263
$2.2M 0.06%
38,956
+9,667
264
$2.19M 0.06%
28,442
+854
265
$2.19M 0.06%
12,176
-72
266
$2.14M 0.06%
30,162
+744
267
$2.14M 0.06%
16,664
+14,190
268
$2.12M 0.06%
7,153
-190
269
$2.1M 0.06%
36,835
+948
270
$2.1M 0.06%
83,501
-18,865
271
$2.09M 0.06%
6,415
+454
272
$2.09M 0.06%
31,040
-693
273
$2.09M 0.06%
41,116
+3,742
274
$2.09M 0.06%
44,725
+490
275
$2.07M 0.06%
+63,645
9 10
11
12 13