MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$26M
3
+$11.7M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$10.7M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$10.4M

Top Sells

1
+$1.97M
2
+$1.44M
3
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$968K

Sector Composition

1 Technology 11.24%
2 Financials 5.58%
3 Consumer Discretionary 4.96%
4 Industrials 4.11%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$532K 0.08%
19,520
277
$531K 0.08%
4,696
+355
278
$531K 0.08%
37,220
+1,770
279
$530K 0.08%
3,526
+381
280
$526K 0.08%
7,668
281
$526K 0.08%
5,412
+3,071
282
$522K 0.08%
2,891
283
$509K 0.08%
22,287
-2,516
284
$506K 0.08%
18,258
+643
285
$504K 0.08%
9,535
-141
286
$502K 0.08%
8,660
287
$501K 0.08%
10,760
+1,000
288
$493K 0.07%
+8,009
289
$488K 0.07%
5,330
-64
290
$470K 0.07%
3,708
+60
291
$468K 0.07%
9,331
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292
$460K 0.07%
+8,747
293
$458K 0.07%
119,992
-1,200
294
$457K 0.07%
48,787
+8,431
295
$455K 0.07%
9,611
+1,639
296
$450K 0.07%
1,915
+215
297
$449K 0.07%
2,356
+39
298
$439K 0.07%
5,669
+2,723
299
$435K 0.07%
+56,509
300
$431K 0.07%
1,153
-115
10 11
12
13 14