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
$1.78B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.31M
3
+$3.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.23M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.14M

Top Sells

1
+$10.5M
2
+$10.1M
3
+$8.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.46M

Sector Composition

1 Technology 12.91%
2 Financials 4.95%
3 Consumer Discretionary 4.8%
4 Healthcare 4.03%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.19M 0.07%
8,034
+463
327
$1.19M 0.07%
16,213
-15,278
328
$1.19M 0.07%
4,787
+127
329
$1.19M 0.07%
17,913
+584
330
$1.18M 0.07%
14,285
-999
331
$1.18M 0.07%
41,269
-5,118
332
$1.17M 0.07%
10,455
+122
333
$1.17M 0.07%
15,013
-1,058
334
$1.17M 0.07%
8,410
-347
335
$1.16M 0.06%
5,950
-85
336
$1.14M 0.06%
14,329
+2,687
337
$1.14M 0.06%
3,801
+33
338
$1.14M 0.06%
24,265
+7,695
339
$1.14M 0.06%
4,144
+277
340
$1.13M 0.06%
34,664
-10
341
$1.13M 0.06%
10,150
+27
342
$1.13M 0.06%
12,333
+2,743
343
$1.12M 0.06%
22,227
+1,660
344
$1.12M 0.06%
10,922
+825
345
$1.12M 0.06%
32,280
+11,800
346
$1.12M 0.06%
38,470
-1,420
347
$1.11M 0.06%
7,032
-583
348
$1.11M 0.06%
12,267
-64
349
$1.1M 0.06%
39,812
+1,936
350
$1.1M 0.06%
3,345
+520
12 13
14
15 16