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
351
$1.52M 0.04%
7,220
+100
352
$1.52M 0.04%
6,288
-190
353
$1.52M 0.04%
47,051
+2,243
354
$1.52M 0.04%
76,487
-605
355
$1.51M 0.04%
66,593
-2,877
356
$1.51M 0.04%
821
+147
357
$1.49M 0.04%
7,053
-111
358
$1.49M 0.04%
16,841
-866
359
$1.49M 0.04%
32,143
-1,484
360
$1.49M 0.04%
10,689
-4,032
361
$1.49M 0.04%
16,919
-761
362
$1.48M 0.04%
9,777
+4,054
363
$1.47M 0.04%
10,813
-3,575
364
$1.46M 0.04%
73,982
+2,624
365
$1.44M 0.04%
77,602
-178
366
$1.44M 0.04%
58,869
-59,111
367
$1.43M 0.04%
7,028
+92
368
$1.43M 0.04%
18,604
-1,699
369
$1.43M 0.04%
5,075
+346
370
$1.42M 0.04%
18,595
+4,389
371
$1.42M 0.04%
5,793
+3
372
$1.42M 0.04%
5,254
+301
373
$1.41M 0.04%
23,221
-9,366
374
$1.4M 0.04%
2,491
-112
375
$1.4M 0.04%
17,861
-737
13 14
15
16 17