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
451
$904K 0.04%
20,265
-5,400
452
$892K 0.04%
23,613
+3,549
453
$890K 0.04%
71,392
+7,192
454
$888K 0.04%
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455
$888K 0.04%
36,860
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456
$886K 0.04%
1,927
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457
$881K 0.04%
20,259
458
$880K 0.04%
24,003
-552
459
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5,646
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460
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6,325
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461
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21,331
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462
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6,471
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463
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14,793
-7,609
464
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10,240
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465
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466
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18,258
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468
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17,212
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469
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470
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1,839
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471
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9,239
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472
$846K 0.03%
16,447
+17
473
$844K 0.03%
52,861
+10,779
474
$833K 0.03%
6,161
+267
475
$830K 0.03%
35,376
+1,380
17 18
19
20 21