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
301
$1.84M 0.05%
24,198
+5,217
302
$1.83M 0.05%
21,776
+364
303
$1.82M 0.05%
3,784
-169
304
$1.82M 0.05%
64,782
+18,750
305
$1.81M 0.05%
56,046
-3,626
306
$1.8M 0.05%
25,422
-978
307
$1.78M 0.05%
20,043
+749
308
$1.77M 0.05%
57,772
+12,000
309
$1.77M 0.05%
68,700
-6,488
310
$1.76M 0.05%
123,623
+1,729
311
$1.76M 0.05%
23,032
-13,295
312
$1.76M 0.05%
39,150
+5,173
313
$1.76M 0.05%
35,010
+10,019
314
$1.75M 0.05%
2,947
-85
315
$1.73M 0.05%
16,340
+701
316
$1.71M 0.05%
2,813
+123
317
$1.7M 0.05%
23,803
+6,048
318
$1.69M 0.05%
+17,301
319
$1.68M 0.05%
9,941
-15,640
320
$1.68M 0.05%
38,097
-3,254
321
$1.67M 0.05%
33,175
+21,952
322
$1.67M 0.05%
6,403
-1,537
323
$1.64M 0.05%
27,739
+15,998
324
$1.64M 0.05%
36,483
+5,103
325
$1.64M 0.05%
53,781
+593
11 12
13
14 15