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
376
$1.4M 0.04%
9,105
-103
377
$1.39M 0.04%
32,771
+12,254
378
$1.39M 0.04%
55,323
-1,060
379
$1.38M 0.04%
9,846
+320
380
$1.38M 0.04%
17,581
+1,418
381
$1.38M 0.04%
18,831
+892
382
$1.37M 0.04%
27,691
-305
383
$1.37M 0.04%
169,718
-71
384
$1.37M 0.04%
24,779
+20,409
385
$1.37M 0.04%
129,718
-3,550
386
$1.37M 0.04%
24,056
387
$1.36M 0.04%
27,950
+4,308
388
$1.36M 0.04%
37,022
+5,594
389
$1.34M 0.04%
25,445
+7
390
$1.34M 0.04%
3,223
-487
391
$1.34M 0.04%
6,430
-65
392
$1.33M 0.04%
10,283
-84
393
$1.32M 0.04%
65,754
+13,689
394
$1.31M 0.04%
6,130
+242
395
$1.31M 0.04%
30,364
396
$1.3M 0.04%
46,440
397
$1.29M 0.04%
100,665
+5
398
$1.29M 0.04%
6,236
-5
399
$1.29M 0.04%
22,368
+808
400
$1.29M 0.04%
25,801
-5,765
14 15
16
17 18