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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.2M 0.05%
21,972
-1,334
377
$1.2M 0.05%
58,742
-10,365
378
$1.2M 0.05%
4,828
+32
379
$1.19M 0.05%
63,380
+3,988
380
$1.19M 0.05%
4,270
+366
381
$1.18M 0.05%
24,916
+2,593
382
$1.18M 0.05%
29,225
-8,954
383
$1.16M 0.05%
132,930
384
$1.16M 0.05%
17,334
-5,104
385
$1.16M 0.05%
19,457
+350
386
$1.16M 0.05%
11,637
+638
387
$1.15M 0.05%
18,601
-213
388
$1.15M 0.05%
10,979
+751
389
$1.15M 0.05%
49,995
+22,863
390
$1.14M 0.05%
5,438
+2,044
391
$1.14M 0.05%
7,414
-655
392
$1.14M 0.05%
14,161
+6,070
393
$1.13M 0.05%
+23,080
394
$1.13M 0.05%
36,470
+1,100
395
$1.13M 0.05%
17,501
-2,603
396
$1.13M 0.05%
7,113
-508
397
$1.13M 0.05%
49,143
-1,697
398
$1.12M 0.05%
30,201
-2,208
399
$1.12M 0.05%
32,930
-8,917
400
$1.12M 0.05%
101,653
-1,530
14 15
16
17 18