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
426
$987K 0.04%
28,117
+234
427
$978K 0.04%
22,950
+249
428
$977K 0.04%
21,662
-13,687
429
$976K 0.04%
33,262
-2,153
430
$975K 0.04%
40,712
-1,108
431
$974K 0.04%
2,527
-1,164
432
$968K 0.04%
76,859
+4,127
433
$960K 0.04%
6,510
+275
434
$960K 0.04%
28,155
+6,992
435
$959K 0.04%
4,697
+206
436
$955K 0.04%
2,141
-42
437
$954K 0.04%
6,837
-58
438
$950K 0.04%
30,184
+16,279
439
$948K 0.04%
19,830
-2,318
440
$947K 0.04%
10,455
-1,701
441
$932K 0.04%
2,958
-88
442
$931K 0.04%
10,794
+6,434
443
$931K 0.04%
53,227
+101
444
$926K 0.04%
35,765
+4,808
445
$926K 0.04%
18,271
+3,665
446
$924K 0.04%
9,231
-95
447
$923K 0.04%
9,102
+406
448
$919K 0.04%
39,553
-3,290
449
$916K 0.04%
39,129
+9,144
450
$905K 0.04%
36,245
-2,829
16 17
18
19 20