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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.39M 0.08%
5,202
-24
277
$1.39M 0.08%
20,560
+2,580
278
$1.39M 0.08%
16,392
+37
279
$1.38M 0.08%
29,130
-1,870
280
$1.37M 0.08%
19,947
-33,492
281
$1.37M 0.08%
13,825
+274
282
$1.37M 0.08%
7,319
-174
283
$1.36M 0.08%
12,744
-172
284
$1.36M 0.08%
10,929
+715
285
$1.36M 0.08%
26,690
+301
286
$1.36M 0.08%
35,448
+9,359
287
$1.35M 0.08%
7,136
+373
288
$1.34M 0.08%
5,416
-64
289
$1.34M 0.08%
13,280
-4,446
290
$1.33M 0.07%
8,787
+371
291
$1.32M 0.07%
9,831
-1,479
292
$1.32M 0.07%
18,719
+1,916
293
$1.32M 0.07%
21,504
+13,027
294
$1.32M 0.07%
30,118
+1,725
295
$1.31M 0.07%
18,138
-841
296
$1.31M 0.07%
9,697
+224
297
$1.3M 0.07%
3,140
+148
298
$1.3M 0.07%
14,445
+1,401
299
$1.29M 0.07%
3,719
+2,825
300
$1.29M 0.07%
13,546
+1,056
10 11
12
13 14