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
301
$1.13M 0.08%
18,073
-3,600
302
$1.13M 0.08%
4,620
-167
303
$1.12M 0.08%
64,500
-67,540
304
$1.12M 0.08%
3,152
+323
305
$1.12M 0.08%
50,389
-3,588
306
$1.12M 0.08%
38,700
-23,700
307
$1.11M 0.08%
476
+19
308
$1.11M 0.08%
11,106
-872
309
$1.1M 0.08%
16,873
+1,714
310
$1.08M 0.07%
37,428
+9,996
311
$1.07M 0.07%
23,700
-26,200
312
$1.07M 0.07%
+33,452
313
$1.06M 0.07%
+30,727
314
$1.06M 0.07%
20,300
+795
315
$1.04M 0.07%
5,774
-319
316
$1.04M 0.07%
+29,400
317
$1.04M 0.07%
8,772
-4,317
318
$1.02M 0.07%
7,987
-534
319
$1.01M 0.07%
13,138
-7,997
320
$1.01M 0.07%
6,112
-590
321
$1.01M 0.07%
7,143
-1,860
322
$1.01M 0.07%
59,312
-9,770
323
$993K 0.07%
+19,491
324
$991K 0.07%
19,609
+15
325
$989K 0.07%
6,137
-4,686
11 12
13
14 15