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
451
$315K 0.03%
9,674
-1,213
452
$313K 0.03%
7,365
-254
453
$309K 0.03%
7,161
+261
454
$308K 0.03%
7,392
-272
455
$305K 0.03%
4,093
-883
456
$305K 0.03%
2,014
+109
457
$304K 0.03%
+21,387
458
$302K 0.03%
5,991
-1
459
$301K 0.03%
29,053
+3,378
460
$301K 0.03%
6,783
+90
461
$299K 0.03%
4,230
-845
462
$298K 0.03%
10,308
+1,002
463
$297K 0.03%
5,258
-47
464
$297K 0.03%
+1,280
465
$295K 0.03%
1,515
+6
466
$294K 0.03%
5,012
+653
467
$293K 0.03%
+1,836
468
$292K 0.03%
44,040
-6,374
469
$290K 0.03%
+5,419
470
$289K 0.03%
4,725
471
$289K 0.03%
11,134
+228
472
$289K 0.03%
14,000
473
$288K 0.03%
30,988
-19,769
474
$286K 0.03%
3,161
-154
475
$283K 0.03%
5,509
+736
17 18
19
20 21