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
476
$1.02M 0.03%
9,417
-1,058
477
$1.01M 0.03%
24,491
-3,575
478
$1.01M 0.03%
36,035
-2,223
479
$994K 0.03%
7,037
480
$988K 0.03%
39,221
+5,595
481
$987K 0.03%
4,518
+123
482
$981K 0.03%
7,380
+339
483
$973K 0.03%
18,776
-1,913
484
$973K 0.03%
10,045
-487
485
$969K 0.03%
15,730
-3,247
486
$967K 0.03%
26,287
-539
487
$965K 0.03%
8,883
+103
488
$964K 0.03%
3,902
+200
489
$963K 0.03%
160,685
490
$957K 0.03%
9,636
-20,902
491
$953K 0.03%
10,311
-26,217
492
$946K 0.03%
6,814
-107
493
$943K 0.03%
13,389
-1,720
494
$943K 0.03%
6,766
-2,877
495
$941K 0.03%
13,700
+3,836
496
$940K 0.03%
99,333
+16
497
$939K 0.03%
46,262
-19
498
$939K 0.03%
7,083
+1,008
499
$931K 0.03%
3,938
+222
500
$931K 0.03%
38,376
-2,084
18 19
20
21 22