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
$2.63B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.11M
3
+$5.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.56M

Top Sells

1
+$6.72M
2
+$5.33M
3
+$4.8M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.67M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.12M

Sector Composition

1 Technology 11.14%
2 Financials 6.2%
3 Consumer Discretionary 3.84%
4 Healthcare 3.47%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.12M 0.04%
5,554
402
$1.12M 0.04%
32,644
-5,000
403
$1.12M 0.04%
6,409
+296
404
$1.12M 0.04%
+57,930
405
$1.11M 0.04%
23,489
+3,659
406
$1.11M 0.04%
13,352
-1,097
407
$1.1M 0.04%
18,825
+14,191
408
$1.1M 0.04%
+305,000
409
$1.1M 0.04%
23,398
+1,736
410
$1.1M 0.04%
3,129
+171
411
$1.09M 0.04%
68,207
+14,980
412
$1.09M 0.04%
2,473
-54
413
$1.09M 0.04%
34,561
+4,377
414
$1.09M 0.04%
+39,910
415
$1.09M 0.04%
1,933
+94
416
$1.08M 0.04%
7,291
+1,194
417
$1.08M 0.04%
6,117
-1,297
418
$1.08M 0.04%
15,300
+4,499
419
$1.07M 0.04%
6,444
-669
420
$1.06M 0.04%
54,758
-836
421
$1.06M 0.04%
8,631
-1,172
422
$1.05M 0.04%
38,586
+2,821
423
$1.05M 0.04%
26,196
-13,212
424
$1.05M 0.04%
3,669
-601
425
$1.04M 0.04%
22,704
-246
15 16
17
18 19