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
26
$15.9M 0.46%
68,904
+981
27
$15.7M 0.46%
589,523
-1,138,159
28
$15.7M 0.46%
564,980
-1,066,783
29
$15.5M 0.45%
342,927
+67,807
30
$15.4M 0.45%
37,586
-4,856
31
$14.8M 0.43%
286,043
+6,422
32
$14.6M 0.42%
45,910
-2,200
33
$14.5M 0.42%
141,418
+3,262
34
$14.4M 0.42%
635,877
-650,725
35
$14.4M 0.42%
428,803
+58,950
36
$14.4M 0.42%
15,632
-230
37
$14.3M 0.42%
206,100
-14,043
38
$13.5M 0.39%
84,587
-3,962
39
$13.4M 0.39%
290,445
+17,471
40
$13.3M 0.39%
120,845
-2,978
41
$13.2M 0.38%
57,334
-6,428
42
$13M 0.38%
208,052
-26,126
43
$12.7M 0.37%
249,801
+224,329
44
$12.3M 0.36%
221,914
-8,147
45
$12.2M 0.35%
245,750
+100,843
46
$12.1M 0.35%
143,960
-3,270
47
$12M 0.35%
29,260
-1,821
48
$11.8M 0.34%
233,784
-1,578
49
$11.3M 0.33%
299,758
+1,786
50
$11.3M 0.33%
189,527
-39,383
1
2
3 4 5