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
326
$989K 0.07%
7,446
-4,325
327
$982K 0.07%
4,110
-469
328
$978K 0.07%
20,920
-250
329
$977K 0.07%
17,799
+4,998
330
$962K 0.07%
4,539
+508
331
$958K 0.07%
4,120
-403
332
$958K 0.07%
9,064
+4,895
333
$950K 0.07%
30,338
+3,439
334
$941K 0.06%
2,907
+119
335
$934K 0.06%
10,446
+1,832
336
$930K 0.06%
+7,244
337
$919K 0.06%
25,257
+510
338
$919K 0.06%
6,540
-294
339
$918K 0.06%
10,880
340
$907K 0.06%
4,475
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341
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15,431
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342
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22,845
+4,263
343
$892K 0.06%
54,397
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344
$889K 0.06%
+4,729
345
$888K 0.06%
23,053
-7,815
346
$885K 0.06%
2,598
+24
347
$883K 0.06%
16,849
+1,962
348
$881K 0.06%
10,280
-33
349
$880K 0.06%
13,276
+2,494
350
$876K 0.06%
22,176
+8,592
12 13
14
15 16