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
$1.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.11M
3
+$7.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.69M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.62M

Top Sells

1
+$11.9M
2
+$7.95M
3
+$7.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.45M

Sector Composition

1 Technology 11.21%
2 Consumer Discretionary 4.99%
3 Financials 4.89%
4 Communication Services 4.58%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.28M 0.09%
24,202
-1,828
277
$1.27M 0.09%
39,875
-2,066
278
$1.27M 0.09%
91,370
+26,420
279
$1.27M 0.09%
22,934
+1,803
280
$1.26M 0.09%
6,703
-465
281
$1.25M 0.09%
6,251
-247
282
$1.25M 0.09%
5,254
+11
283
$1.24M 0.08%
13,602
+3,116
284
$1.24M 0.08%
5,456
-95
285
$1.24M 0.08%
14,421
-1,182
286
$1.23M 0.08%
22,628
+17,072
287
$1.23M 0.08%
24,817
+7,830
288
$1.22M 0.08%
3,256
+117
289
$1.2M 0.08%
+46,876
290
$1.2M 0.08%
12,248
-6,693
291
$1.2M 0.08%
7,477
+66
292
$1.19M 0.08%
11,703
-6,736
293
$1.19M 0.08%
46,504
+2,641
294
$1.19M 0.08%
22,000
+8,072
295
$1.18M 0.08%
10,902
-845
296
$1.18M 0.08%
5,427
+95
297
$1.17M 0.08%
5,173
-2,115
298
$1.16M 0.08%
16,955
-11,877
299
$1.15M 0.08%
18,516
+2,562
300
$1.13M 0.08%
10,282
-494
10 11
12
13 14