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
401
$1.29M 0.04%
56,333
-2,367
402
$1.28M 0.04%
39,816
-2,636
403
$1.27M 0.04%
13,548
-17,966
404
$1.27M 0.04%
33,063
+7,187
405
$1.27M 0.04%
3,667
-405
406
$1.26M 0.04%
40,049
+5,046
407
$1.26M 0.04%
139,585
-4,645
408
$1.26M 0.04%
57,838
-8,573
409
$1.25M 0.04%
34,318
-90
410
$1.25M 0.04%
31,387
-1,194
411
$1.24M 0.04%
20,495
-965
412
$1.24M 0.04%
60,210
+67
413
$1.24M 0.04%
4,171
-156
414
$1.24M 0.04%
9,300
-300
415
$1.23M 0.04%
45,992
-7,721
416
$1.23M 0.04%
23,823
-1,097
417
$1.23M 0.04%
60,047
-85,999
418
$1.22M 0.04%
11,162
-2,221
419
$1.21M 0.04%
146,802
420
$1.2M 0.03%
22,685
+3,050
421
$1.2M 0.03%
51,910
-3,292
422
$1.2M 0.03%
375
-8
423
$1.2M 0.03%
5,802
+295
424
$1.19M 0.03%
6,534
-64
425
$1.19M 0.03%
27,686
+2,478
15 16
17
18 19