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
$1.94B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$63.4M
3
+$36.1M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$22.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M

Top Sells

1
+$16.3M
2
+$6.5M
3
+$3.49M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.53M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.74M

Sector Composition

1 Technology 9.83%
2 Financials 5.09%
3 Consumer Discretionary 4.18%
4 Healthcare 3.94%
5 Communication Services 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.32M 0.07%
7,966
+2,140
302
$1.32M 0.07%
32,836
+11,464
303
$1.31M 0.07%
12,834
-2,392
304
$1.3M 0.07%
+44,680
305
$1.3M 0.07%
16,244
+2,195
306
$1.29M 0.07%
41,567
-1,800
307
$1.29M 0.07%
14,546
-713
308
$1.28M 0.07%
7,689
+1,380
309
$1.28M 0.07%
35,495
+17,895
310
$1.28M 0.07%
39,424
+9,996
311
$1.28M 0.07%
3,824
+324
312
$1.27M 0.07%
+155,069
313
$1.26M 0.06%
66,662
-16,418
314
$1.24M 0.06%
15,543
-2,493
315
$1.24M 0.06%
36,222
-4,212
316
$1.23M 0.06%
70,459
+17,040
317
$1.23M 0.06%
4,764
+3,256
318
$1.22M 0.06%
48,073
+8,449
319
$1.22M 0.06%
+58,707
320
$1.22M 0.06%
92,412
+41,940
321
$1.21M 0.06%
73,558
+13,779
322
$1.2M 0.06%
15,337
-681
323
$1.2M 0.06%
40,955
+3,500
324
$1.2M 0.06%
33,090
+16,780
325
$1.19M 0.06%
65,534
+960
11 12
13
14 15