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
326
$1.18M 0.06%
63,049
+16,835
327
$1.18M 0.06%
39,764
+6,540
328
$1.18M 0.06%
49,227
+7,476
329
$1.18M 0.06%
+19,722
330
$1.17M 0.06%
20,055
+175
331
$1.16M 0.06%
39,644
+16,700
332
$1.16M 0.06%
+58,334
333
$1.15M 0.06%
143,326
+70,638
334
$1.14M 0.06%
+20,980
335
$1.12M 0.06%
4,051
+246
336
$1.11M 0.06%
37,830
-1,772
337
$1.1M 0.06%
53,474
+1,745
338
$1.09M 0.06%
149,851
+7,771
339
$1.09M 0.06%
24,328
+13,540
340
$1.09M 0.06%
50,770
+26,820
341
$1.09M 0.06%
107,055
+7,612
342
$1.08M 0.06%
13,635
+61
343
$1.08M 0.06%
+4,049
344
$1.08M 0.06%
11,695
+5,853
345
$1.08M 0.06%
+24,315
346
$1.06M 0.05%
+121,750
347
$1.06M 0.05%
+11,052
348
$1.06M 0.05%
3,440
+246
349
$1.05M 0.05%
29,687
+1,236
350
$1.05M 0.05%
36,430
+2,555
12 13
14
15 16