MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$26M
3
+$11.7M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$10.7M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$10.4M

Top Sells

1
+$1.97M
2
+$1.44M
3
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$968K

Sector Composition

1 Technology 11.24%
2 Financials 5.58%
3 Consumer Discretionary 4.96%
4 Industrials 4.11%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$324K 0.05%
+4,427
352
$324K 0.05%
+4,755
353
$322K 0.05%
21,569
354
$321K 0.05%
7,320
355
$320K 0.05%
26,563
+1,650
356
$317K 0.05%
+3,464
357
$316K 0.05%
4,402
-70
358
$312K 0.05%
11,573
+437
359
$311K 0.05%
8,575
+424
360
$309K 0.05%
9,930
-1,345
361
$309K 0.05%
+18,928
362
$304K 0.05%
7,566
+1,185
363
$304K 0.05%
4,979
+445
364
$299K 0.05%
2,770
-2,686
365
$299K 0.05%
14,756
-2,475
366
$299K 0.05%
7,126
+299
367
$296K 0.04%
+1,309
368
$295K 0.04%
3,662
+161
369
$293K 0.04%
2,858
+61
370
$293K 0.04%
+7,633
371
$293K 0.04%
8,015
+622
372
$292K 0.04%
+818
373
$292K 0.04%
4,792
+122
374
$288K 0.04%
16,108
+862
375
$286K 0.04%
2,903
13 14
15
16 17