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
$1.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.11M
3
+$7.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.69M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.62M

Top Sells

1
+$11.9M
2
+$7.95M
3
+$7.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.45M

Sector Composition

1 Technology 11.21%
2 Consumer Discretionary 4.99%
3 Financials 4.89%
4 Communication Services 4.58%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$874K 0.06%
11,857
+3,991
352
$872K 0.06%
11,078
+243
353
$870K 0.06%
10,181
-971
354
$864K 0.06%
7,601
-274
355
$864K 0.06%
2,410
-227
356
$861K 0.06%
35,408
-41,447
357
$852K 0.06%
2,998
-6,323
358
$850K 0.06%
27,600
-27,120
359
$849K 0.06%
7,670
+160
360
$845K 0.06%
8,124
-2,976
361
$844K 0.06%
14,406
-772
362
$844K 0.06%
17,023
-310
363
$843K 0.06%
10,319
-600
364
$839K 0.06%
40,700
-31,200
365
$837K 0.06%
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366
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15,134
-8,077
367
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31,044
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368
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35,172
-806
369
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+10,990
370
$813K 0.06%
9,427
+4
371
$810K 0.06%
10,607
-19,473
372
$809K 0.06%
51,402
-6,363
373
$804K 0.06%
54,114
+1,726
374
$804K 0.06%
20,635
+8,143
375
$802K 0.05%
47,040
-47,040
13 14
15
16 17