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
$940M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.81M
3
+$8.84M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.24M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.34M

Top Sells

1
+$5.18M
2
+$4.37M
3
+$4.23M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.01M
5
IAU icon
iShares Gold Trust
IAU
+$3.74M

Sector Composition

1 Technology 8.36%
2 Financials 4.97%
3 Consumer Discretionary 4.5%
4 Healthcare 3.94%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$709K 0.08%
20,196
277
$708K 0.08%
+33,455
278
$707K 0.08%
8,916
+679
279
$706K 0.08%
44,501
+3,998
280
$703K 0.07%
+18,709
281
$699K 0.07%
6,902
+1,922
282
$697K 0.07%
5,269
+172
283
$692K 0.07%
8,091
+5,314
284
$688K 0.07%
13,558
-160
285
$684K 0.07%
1,988
-1,130
286
$683K 0.07%
172,833
287
$681K 0.07%
+16,294
288
$678K 0.07%
3,318
+297
289
$675K 0.07%
4,749
+439
290
$674K 0.07%
5,845
+2,980
291
$673K 0.07%
5,251
-482
292
$662K 0.07%
21,646
-329
293
$657K 0.07%
2,199
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294
$655K 0.07%
10,418
-5,631
295
$645K 0.07%
5,291
+58
296
$636K 0.07%
6,487
+114
297
$623K 0.07%
11,927
+762
298
$622K 0.07%
7,289
+1,893
299
$613K 0.07%
10,150
-330
300
$606K 0.06%
5,631
+864
10 11
12
13 14