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
451
$939K 0.04%
19,967
-4,949
452
$939K 0.04%
6,160
-2,231
453
$938K 0.04%
32,326
-7,808
454
$936K 0.04%
18,831
-10,729
455
$932K 0.04%
345
+56
456
$931K 0.04%
29,601
+13,630
457
$928K 0.04%
44,777
+7,917
458
$926K 0.04%
5,871
+62
459
$919K 0.03%
21,262
-69
460
$918K 0.03%
6,351
-234
461
$918K 0.03%
+38,569
462
$911K 0.03%
16,022
+1,004
463
$900K 0.03%
+4,379
464
$889K 0.03%
29,285
+1,130
465
$888K 0.03%
11,163
+187
466
$888K 0.03%
24,526
-526
467
$888K 0.03%
17,808
+12,368
468
$877K 0.03%
5,725
+79
469
$873K 0.03%
10,433
+193
470
$872K 0.03%
10,077
-717
471
$869K 0.03%
9,966
+38
472
$865K 0.03%
34,549
-827
473
$865K 0.03%
30,945
-19,716
474
$864K 0.03%
20,247
+383
475
$860K 0.03%
13,178
+982
17 18
19
20 21