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
$4B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,205
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$11.6M
3
+$8.61M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$8.19M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$5.62M

Top Sells

1
+$15.9M
2
+$14.5M
3
+$11.3M
4
IAU icon
iShares Gold Trust
IAU
+$5.08M
5
MSFT icon
Microsoft
MSFT
+$4.37M

Sector Composition

1 Technology 10.92%
2 Financials 6.82%
3 Healthcare 3.38%
4 Consumer Discretionary 3.34%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANET icon
276
Arista Networks
ANET
$170B
$2.42M 0.06%
21,202
+3,308
IYF icon
277
iShares US Financials ETF
IYF
$4.02B
$2.42M 0.06%
19,435
-797
NOW icon
278
ServiceNow
NOW
$179B
$2.4M 0.06%
2,477
+5
ENB icon
279
Enbridge
ENB
$104B
$2.34M 0.06%
51,995
+10,488
TPL icon
280
Texas Pacific Land
TPL
$22.6B
$2.33M 0.06%
2,378
+165
SYK icon
281
Stryker
SYK
$136B
$2.33M 0.06%
5,771
-665
CCD
282
Calamos Dynamic Convertible & Income Fund
CCD
$582M
$2.33M 0.06%
111,898
+4,931
EWG icon
283
iShares MSCI Germany ETF
EWG
$2.09B
$2.33M 0.06%
54,328
+23,954
AXP icon
284
American Express
AXP
$254B
$2.31M 0.06%
7,409
+804
VEU icon
285
Vanguard FTSE All-World ex-US ETF
VEU
$51.1B
$2.29M 0.06%
33,401
+388
SDY icon
286
State Street SPDR S&P Dividend ETF
SDY
$19.9B
$2.29M 0.06%
16,360
+390
MELI icon
287
Mercado Libre
MELI
$107B
$2.26M 0.06%
956
+82
TSM icon
288
TSMC
TSM
$1.49T
$2.23M 0.06%
9,078
+1
NUE icon
289
Nucor
NUE
$33.1B
$2.23M 0.06%
15,264
+1,086
IWY icon
290
iShares Russell Top 200 Growth ETF
IWY
$16.1B
$2.22M 0.06%
8,700
+131
NOBL icon
291
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$2.22M 0.06%
21,195
-25,834
LULU icon
292
lululemon athletica
LULU
$19.7B
$2.22M 0.06%
10,106
-76
TMFC icon
293
Motley Fool 100 Index ETF
TMFC
$1.75B
$2.22M 0.06%
33,436
+10,385
VCSH icon
294
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
$2.21M 0.06%
27,897
+6,885
MCK icon
295
McKesson
MCK
$105B
$2.21M 0.06%
3,101
-167
SGOL icon
296
abrdn Physical Gold Shares ETF
SGOL
$6.48B
$2.2M 0.05%
69,107
-1,631
SPSB icon
297
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.91B
$2.2M 0.05%
73,004
+7,854
EEM icon
298
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$2.2M 0.05%
44,398
+23,689
DE icon
299
Deere & Co
DE
$126B
$2.19M 0.05%
4,242
+1,063
IGLD icon
300
FT Vest Gold Strategy Target Income ETF
IGLD
$315M
$2.18M 0.05%
99,684
+78,714
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