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
326
$1.63M 0.05%
2,177
-30
327
$1.63M 0.05%
106,290
+10,958
328
$1.62M 0.05%
15,381
+1,642
329
$1.62M 0.05%
51,408
+5,783
330
$1.62M 0.05%
62,389
+554
331
$1.61M 0.05%
23,632
332
$1.61M 0.05%
51,501
+2,868
333
$1.61M 0.05%
16,658
+1,045
334
$1.61M 0.05%
14,053
-2,613
335
$1.6M 0.05%
8,723
-1,007
336
$1.6M 0.05%
12,962
337
$1.59M 0.05%
7,412
-1,017
338
$1.58M 0.05%
61,026
-63,362
339
$1.57M 0.05%
2,089
+463
340
$1.56M 0.05%
56,468
+10,591
341
$1.56M 0.05%
421,692
+200
342
$1.56M 0.05%
14,804
+30
343
$1.55M 0.05%
42,809
+108
344
$1.55M 0.04%
31,127
-3,048
345
$1.55M 0.04%
32,123
+530
346
$1.54M 0.04%
187,041
+8,000
347
$1.54M 0.04%
131,058
-394
348
$1.53M 0.04%
46,546
+25,682
349
$1.53M 0.04%
26,012
-6,415
350
$1.53M 0.04%
4,461
-52
12 13
14
15 16