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
$1.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.11M
3
+$7.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.69M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.62M

Top Sells

1
+$11.9M
2
+$7.95M
3
+$7.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.45M

Sector Composition

1 Technology 11.21%
2 Consumer Discretionary 4.99%
3 Financials 4.89%
4 Communication Services 4.58%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$511K 0.04%
+13,219
477
$511K 0.04%
66,583
+1,672
478
$508K 0.03%
30,440
479
$508K 0.03%
3,750
480
$506K 0.03%
+7,614
481
$504K 0.03%
16,984
-10,863
482
$502K 0.03%
+36,500
483
$493K 0.03%
10,129
-1,215
484
$493K 0.03%
7,446
-2,431
485
$489K 0.03%
4,111
-61
486
$489K 0.03%
8,700
-12,260
487
$488K 0.03%
28,327
-16,963
488
$488K 0.03%
9,145
+667
489
$486K 0.03%
1,269
-123
490
$483K 0.03%
2,383
-391
491
$482K 0.03%
+12,436
492
$482K 0.03%
16,400
-21,936
493
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3,337
494
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3,580
495
$478K 0.03%
9,925
+3,839
496
$472K 0.03%
943
497
$472K 0.03%
6,896
+203
498
$471K 0.03%
7,057
499
$471K 0.03%
7,077
+752
500
$467K 0.03%
6,011
+851
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