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
$940M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.81M
3
+$8.84M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.24M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.34M

Top Sells

1
+$5.18M
2
+$4.37M
3
+$4.23M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.01M
5
IAU icon
iShares Gold Trust
IAU
+$3.74M

Sector Composition

1 Technology 8.36%
2 Financials 4.97%
3 Consumer Discretionary 4.5%
4 Healthcare 3.94%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$551K 0.06%
2,774
-550
327
$543K 0.06%
2,798
+6
328
$543K 0.06%
5,803
+2,874
329
$540K 0.06%
8,844
+365
330
$537K 0.06%
2,193
+722
331
$532K 0.06%
11,835
+78
332
$532K 0.06%
4,441
+692
333
$529K 0.06%
9,502
-104
334
$527K 0.06%
+5,564
335
$521K 0.06%
35,509
-352,865
336
$519K 0.06%
+6,200
337
$513K 0.05%
+3,684
338
$511K 0.05%
5,110
-3,340
339
$511K 0.05%
9,531
+759
340
$509K 0.05%
36,283
+6,430
341
$503K 0.05%
16,625
-1,725
342
$497K 0.05%
+4,999
343
$497K 0.05%
+17,820
344
$494K 0.05%
10,127
+159
345
$488K 0.05%
16,274
+1,325
346
$487K 0.05%
5,886
+3,206
347
$486K 0.05%
9,651
+1,989
348
$483K 0.05%
+4,129
349
$482K 0.05%
9,291
-79
350
$481K 0.05%
2,090
-1,696
12 13
14
15 16