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
276
$2.06M 0.06%
36,693
+4,471
277
$2.05M 0.06%
19,127
-4,966
278
$2.03M 0.06%
77,030
-2,419
279
$2.02M 0.06%
22,073
-1,005
280
$2.02M 0.06%
16,852
+2,301
281
$2M 0.06%
6,929
+101
282
$1.99M 0.06%
7,829
+491
283
$1.97M 0.06%
14,759
-7
284
$1.95M 0.06%
178,125
285
$1.95M 0.06%
33,523
+2,221
286
$1.94M 0.06%
8,999
+71
287
$1.93M 0.06%
64,650
+2,891
288
$1.93M 0.06%
368,090
+4,521
289
$1.93M 0.06%
396
+6
290
$1.9M 0.06%
16,221
+3,895
291
$1.9M 0.06%
20,252
-742
292
$1.88M 0.05%
8,464
+785
293
$1.88M 0.05%
149,193
+2,551
294
$1.88M 0.05%
37,509
+1,173
295
$1.87M 0.05%
63,629
+6,901
296
$1.87M 0.05%
160,751
-6,597
297
$1.86M 0.05%
51,891
+618
298
$1.86M 0.05%
36,880
+4,825
299
$1.86M 0.05%
23,652
-18,109
300
$1.86M 0.05%
5,114
+670
10 11
12
13 14