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
401
$257K 0.04%
1,373
+175
402
$256K 0.04%
2,913
+237
403
$256K 0.04%
22,270
404
$254K 0.04%
11,226
+859
405
$249K 0.04%
1,097
+25
406
$248K 0.04%
4,666
-469
407
$248K 0.04%
676
-121
408
$246K 0.04%
+16,149
409
$245K 0.04%
1,408
410
$244K 0.04%
4,417
411
$241K 0.04%
24,982
+1,126
412
$240K 0.04%
4,408
+613
413
$240K 0.04%
3,301
-350
414
$239K 0.04%
+11,244
415
$238K 0.04%
+3,823
416
$237K 0.04%
+5,050
417
$236K 0.04%
5,213
-53
418
$234K 0.04%
2,164
-1,460
419
$234K 0.04%
24,322
+5,064
420
$233K 0.04%
+2,422
421
$232K 0.04%
+4,910
422
$231K 0.04%
+1,962
423
$230K 0.03%
+2,004
424
$230K 0.03%
+3,282
425
$226K 0.03%
3,910
-185
15 16
17
18 19