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
426
$1.19M 0.03%
64,354
-1,323
427
$1.19M 0.03%
25,612
-1,575
428
$1.19M 0.03%
11,544
+225
429
$1.17M 0.03%
22,994
+2,701
430
$1.17M 0.03%
14,599
-450
431
$1.17M 0.03%
65,724
+15,511
432
$1.16M 0.03%
11,587
+3,319
433
$1.16M 0.03%
9,895
+374
434
$1.16M 0.03%
30,048
-3,612
435
$1.15M 0.03%
2,630
-1,899
436
$1.15M 0.03%
9,999
+9
437
$1.14M 0.03%
19,103
+1,441
438
$1.14M 0.03%
24,252
-9,594
439
$1.14M 0.03%
6,103
-524
440
$1.14M 0.03%
10,443
-20
441
$1.13M 0.03%
20,167
+175
442
$1.13M 0.03%
3,344
-290
443
$1.13M 0.03%
24,757
+54
444
$1.12M 0.03%
24,244
+2,480
445
$1.12M 0.03%
12,369
+254
446
$1.12M 0.03%
10,581
-4,119
447
$1.11M 0.03%
26,289
+39
448
$1.1M 0.03%
3,518
+145
449
$1.09M 0.03%
22,834
+3
450
$1.09M 0.03%
18,927
-16,680
16 17
18
19 20