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
526
$432K 0.03%
6,801
+64
527
$431K 0.03%
16,251
-2,418
528
$430K 0.03%
8,522
-2,958
529
$427K 0.03%
304
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530
$427K 0.03%
1,597
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531
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3,560
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532
$425K 0.03%
7,044
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533
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50,500
-58,736
534
$423K 0.03%
7,405
+1,302
535
$422K 0.03%
31,850
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536
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537
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+8,504
538
$413K 0.03%
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539
$412K 0.03%
33,619
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540
$412K 0.03%
26,198
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541
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542
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543
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8,095
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544
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5,016
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545
$407K 0.03%
8,117
-8,166
546
$407K 0.03%
6,356
-1,721
547
$402K 0.03%
13,944
-606
548
$400K 0.03%
8,050
-1,273
549
$400K 0.03%
1,250
+18
550
$396K 0.03%
6,000
20 21
22
23 24