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
376
$286K 0.04%
+5,030
377
$285K 0.04%
7,055
+265
378
$280K 0.04%
4,090
+1,040
379
$279K 0.04%
3,619
380
$279K 0.04%
+10,855
381
$278K 0.04%
3,715
+70
382
$276K 0.04%
+11,614
383
$276K 0.04%
5,416
384
$276K 0.04%
4,765
-3,390
385
$276K 0.04%
+2,803
386
$275K 0.04%
11,376
-600
387
$273K 0.04%
5,520
-2,269
388
$272K 0.04%
7,883
389
$272K 0.04%
+10,008
390
$267K 0.04%
3,913
-163
391
$267K 0.04%
5,373
+1
392
$266K 0.04%
+680
393
$266K 0.04%
3,340
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394
$265K 0.04%
1,305
+35
395
$263K 0.04%
1,093
-85
396
$262K 0.04%
6,618
397
$260K 0.04%
+736
398
$258K 0.04%
8,617
+219
399
$258K 0.04%
19,965
+321
400
$258K 0.04%
4,380
-9,065
14 15
16
17 18