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
376
$438K 0.05%
+8,233
377
$436K 0.05%
4,614
-14
378
$436K 0.05%
+8,105
379
$434K 0.05%
7,368
+2,175
380
$433K 0.05%
10,792
+3,195
381
$429K 0.05%
3,394
-891
382
$426K 0.05%
4,448
-1,913
383
$426K 0.05%
3,324
-676
384
$425K 0.05%
29,105
+7,146
385
$423K 0.05%
8,932
+1,341
386
$422K 0.04%
6,819
+17
387
$422K 0.04%
28,412
-10,964
388
$419K 0.04%
7,958
+3,158
389
$415K 0.04%
8,977
+14
390
$414K 0.04%
7,521
+2,795
391
$413K 0.04%
6,940
-232
392
$412K 0.04%
3,568
+171
393
$410K 0.04%
2,632
+551
394
$409K 0.04%
7,588
-72
395
$406K 0.04%
2,300
+12
396
$402K 0.04%
8,510
397
$401K 0.04%
1,235
-131
398
$401K 0.04%
7,540
399
$400K 0.04%
3,592
-296
400
$398K 0.04%
+7,873
14 15
16
17 18