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
501
$930K 0.03%
8,691
502
$927K 0.03%
44,865
+2,140
503
$920K 0.03%
40,000
504
$919K 0.03%
88,236
-423
505
$915K 0.03%
2,498
-5
506
$914K 0.03%
25,101
507
$912K 0.03%
4,856
+620
508
$912K 0.03%
23,274
-300
509
$910K 0.03%
10,371
+2,062
510
$908K 0.03%
24,465
-67,977
511
$906K 0.03%
31,578
-62,145
512
$905K 0.03%
15,592
+229
513
$902K 0.03%
+9,579
514
$896K 0.03%
64,600
-301
515
$891K 0.03%
9,700
+1,096
516
$890K 0.03%
74,167
+4,723
517
$890K 0.03%
36,247
+2,371
518
$888K 0.03%
5,094
-10
519
$887K 0.03%
38,271
520
$887K 0.03%
34,517
-13,079
521
$886K 0.03%
2,418
-159
522
$883K 0.03%
17,720
-48
523
$872K 0.03%
3,068
-493
524
$870K 0.03%
8,889
+62
525
$866K 0.03%
13,935
+434
19 20
21
22 23