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
$940M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.81M
3
+$8.84M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.24M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.34M

Top Sells

1
+$5.18M
2
+$4.37M
3
+$4.23M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.01M
5
IAU icon
iShares Gold Trust
IAU
+$3.74M

Sector Composition

1 Technology 8.36%
2 Financials 4.97%
3 Consumer Discretionary 4.5%
4 Healthcare 3.94%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$353K 0.04%
8,180
+30
427
$350K 0.04%
7,415
-520
428
$347K 0.04%
6,272
-1,651
429
$346K 0.04%
1,329
430
$345K 0.04%
22,865
-525
431
$344K 0.04%
18,318
-8,362
432
$343K 0.04%
+2,235
433
$342K 0.04%
+2,103
434
$341K 0.04%
1,300
+89
435
$336K 0.04%
3,627
-12
436
$334K 0.04%
19,259
-1,016
437
$333K 0.04%
5,125
-1,432
438
$333K 0.04%
3,247
+928
439
$331K 0.04%
+1,188
440
$330K 0.04%
1,742
+517
441
$327K 0.03%
4,827
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442
$325K 0.03%
1,118
-15
443
$322K 0.03%
6,046
+1,420
444
$318K 0.03%
3,292
-164
445
$318K 0.03%
4,059
-280
446
$317K 0.03%
3,110
-383
447
$317K 0.03%
4,840
-1,280
448
$317K 0.03%
10,488
-7
449
$317K 0.03%
29,870
+1,476
450
$316K 0.03%
+8,646
16 17
18
19 20