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
376
$802K 0.05%
24,682
-24,362
377
$799K 0.05%
10,523
+3,084
378
$792K 0.05%
21,710
-21,870
379
$791K 0.05%
25,139
-1,680
380
$790K 0.05%
6,244
+2,831
381
$778K 0.05%
19,451
+1,762
382
$778K 0.05%
33,414
+16,813
383
$761K 0.05%
11,397
+630
384
$751K 0.05%
4,571
-883
385
$748K 0.05%
12,194
+3,347
386
$746K 0.05%
12,350
-12,630
387
$745K 0.05%
+29,224
388
$738K 0.05%
7,640
-1,960
389
$737K 0.05%
14,143
+638
390
$735K 0.05%
6,958
-6,910
391
$735K 0.05%
32,399
+1,047
392
$735K 0.05%
13,040
+1,948
393
$734K 0.05%
5,442
-2,683
394
$731K 0.05%
12,899
+1,467
395
$728K 0.05%
41,608
-499
396
$725K 0.05%
15,823
-6,273
397
$724K 0.05%
20,240
-20,430
398
$724K 0.05%
7,419
-24,244
399
$716K 0.05%
2,665
-144
400
$714K 0.05%
+10,712
14 15
16
17 18