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
476
$826K 0.03%
9,928
+2,209
477
$824K 0.03%
9,394
-1,480
478
$821K 0.03%
39,485
+16,634
479
$818K 0.03%
37,607
+10,300
480
$817K 0.03%
10,579
+10
481
$815K 0.03%
25,052
+1,601
482
$814K 0.03%
24,165
-700
483
$813K 0.03%
38,760
-6,854
484
$811K 0.03%
11,169
+5,863
485
$811K 0.03%
+37,424
486
$810K 0.03%
5,923
+120
487
$809K 0.03%
6,585
+34
488
$806K 0.03%
22,664
-3,141
489
$805K 0.03%
24,049
+1
490
$805K 0.03%
6,097
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491
$802K 0.03%
18,994
+6,083
492
$801K 0.03%
30,397
+47
493
$799K 0.03%
28,514
+18,530
494
$794K 0.03%
15,018
+249
495
$794K 0.03%
20,888
+241
496
$787K 0.03%
10,957
-199
497
$786K 0.03%
3,705
+251
498
$776K 0.03%
29,497
-10,854
499
$769K 0.03%
13,763
-11,561
500
$767K 0.03%
2,538
+65
18 19
20
21 22