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
401
$1.11M 0.05%
48,690
-1,335
402
$1.11M 0.05%
+13,323
403
$1.1M 0.05%
55,594
+3,859
404
$1.1M 0.04%
20,784
+2,273
405
$1.09M 0.04%
17,211
+2,780
406
$1.09M 0.04%
4,271
+306
407
$1.07M 0.04%
8,864
+194
408
$1.07M 0.04%
41,727
-1,127
409
$1.07M 0.04%
126,260
410
$1.07M 0.04%
33,031
+1,436
411
$1.06M 0.04%
13,491
+397
412
$1.06M 0.04%
35,056
+691
413
$1.04M 0.04%
5,110
+775
414
$1.03M 0.04%
5,554
415
$1.03M 0.04%
143,375
+49
416
$1.03M 0.04%
12,888
+961
417
$1.03M 0.04%
41,121
-1,073
418
$1.02M 0.04%
1,776
+76
419
$1.02M 0.04%
31,986
-1,822
420
$1.01M 0.04%
20,622
+5,496
421
$1.01M 0.04%
10,976
+2,711
422
$1.01M 0.04%
6,113
+446
423
$1M 0.04%
98,726
-9,338
424
$1M 0.04%
23,146
+43
425
$995K 0.04%
11,330
+1,419
15 16
17
18 19