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
426
$1.04M 0.04%
28,042
-3,697
427
$1.04M 0.04%
2,147
-16
428
$1.03M 0.04%
9,909
-1,070
429
$1.03M 0.04%
33,458
+196
430
$1.01M 0.04%
4,456
+751
431
$1.01M 0.04%
4,874
+177
432
$1M 0.04%
9,254
+23
433
$999K 0.04%
19,697
+1,426
434
$995K 0.04%
9,978
-6,426
435
$993K 0.04%
+40,342
436
$992K 0.04%
1,901
+125
437
$980K 0.04%
6,399
+238
438
$979K 0.04%
36,120
-870
439
$970K 0.04%
+19,686
440
$968K 0.04%
37,040
-4,687
441
$965K 0.04%
18,753
+1,541
442
$964K 0.04%
4,923
+528
443
$963K 0.04%
+10,265
444
$962K 0.04%
+6,179
445
$961K 0.04%
4,957
-153
446
$953K 0.04%
24,365
+4,100
447
$947K 0.04%
7,874
+1,549
448
$945K 0.04%
23,078
-68
449
$942K 0.04%
8,195
+114
450
$942K 0.04%
6,623
+113
16 17
18
19 20