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
451
$1.09M 0.03%
3,928
-513
452
$1.09M 0.03%
21,951
+895
453
$1.09M 0.03%
9,166
+1,185
454
$1.08M 0.03%
26,414
-4,000
455
$1.08M 0.03%
18,937
456
$1.07M 0.03%
81,730
+47,763
457
$1.07M 0.03%
7,120
+34
458
$1.07M 0.03%
32,147
+562
459
$1.06M 0.03%
21,613
+970
460
$1.06M 0.03%
2,701
+31
461
$1.06M 0.03%
26,008
462
$1.05M 0.03%
24,594
-6
463
$1.05M 0.03%
11,751
-1,003
464
$1.05M 0.03%
32,141
-8,476
465
$1.05M 0.03%
8,522
-38
466
$1.05M 0.03%
18,893
-7,534
467
$1.05M 0.03%
85,588
+11,082
468
$1.05M 0.03%
11,408
+525
469
$1.04M 0.03%
+38,525
470
$1.03M 0.03%
+8,660
471
$1.03M 0.03%
18,316
-993
472
$1.03M 0.03%
12,457
-513
473
$1.03M 0.03%
7,078
-315
474
$1.03M 0.03%
17,566
-656
475
$1.02M 0.03%
1,749
-27
17 18
19
20 21