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
$940M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.81M
3
+$8.84M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.24M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.34M

Top Sells

1
+$5.18M
2
+$4.37M
3
+$4.23M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.01M
5
IAU icon
iShares Gold Trust
IAU
+$3.74M

Sector Composition

1 Technology 8.36%
2 Financials 4.97%
3 Consumer Discretionary 4.5%
4 Healthcare 3.94%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$475K 0.05%
13,064
+7,113
352
$471K 0.05%
29,760
-2,599
353
$470K 0.05%
7,967
+2,178
354
$469K 0.05%
6,464
+2,548
355
$468K 0.05%
2,267
-16
356
$463K 0.05%
7,313
-297
357
$462K 0.05%
+9,271
358
$460K 0.05%
11,454
+1,386
359
$457K 0.05%
9,223
-85,399
360
$456K 0.05%
2,386
+6
361
$455K 0.05%
42,712
+8
362
$452K 0.05%
1,371
+151
363
$452K 0.05%
6,194
+237
364
$450K 0.05%
8,697
+216
365
$450K 0.05%
2,598
-540
366
$450K 0.05%
14,391
-618
367
$449K 0.05%
3,143
+1,063
368
$447K 0.05%
+8,944
369
$441K 0.05%
5,274
+927
370
$441K 0.05%
16,429
+2,947
371
$441K 0.05%
+23,332
372
$440K 0.05%
+3,802
373
$439K 0.05%
7,528
-1,187
374
$438K 0.05%
9,143
-848
375
$438K 0.05%
25,670
+12,028
13 14
15
16 17