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
$1.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.11M
3
+$7.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.69M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.62M

Top Sells

1
+$11.9M
2
+$7.95M
3
+$7.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.45M

Sector Composition

1 Technology 11.21%
2 Consumer Discretionary 4.99%
3 Financials 4.89%
4 Communication Services 4.58%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$648K 0.04%
6,007
-1,050
427
$647K 0.04%
13,504
+639
428
$647K 0.04%
55,070
-47,280
429
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$644K 0.04%
20,991
+7,903
431
$643K 0.04%
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432
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9,530
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-13,760
434
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23,284
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435
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436
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-26,900
437
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11,477
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438
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2,400
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439
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13,906
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440
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443
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445
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446
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28,080
-33,530
448
$575K 0.04%
9,465
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449
$568K 0.04%
17,400
-11,123
450
$564K 0.04%
1,731
-71
16 17
18
19 20