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
526
$863K 0.03%
19,996
-554
527
$859K 0.02%
10,216
+415
528
$857K 0.02%
5,043
-250
529
$856K 0.02%
28,951
530
$856K 0.02%
12,159
+366
531
$855K 0.02%
36,697
-12,110
532
$855K 0.02%
8,377
+1,425
533
$851K 0.02%
24,404
+350
534
$845K 0.02%
8,233
-204
535
$844K 0.02%
760
+61
536
$840K 0.02%
30,382
-17
537
$839K 0.02%
4,544
+2,947
538
$837K 0.02%
57,557
-7
539
$834K 0.02%
9,934
+3,265
540
$833K 0.02%
2,163
+52
541
$830K 0.02%
10,478
-72,952
542
$826K 0.02%
19,869
-11,981
543
$826K 0.02%
10,938
-566
544
$819K 0.02%
5,380
545
$817K 0.02%
1,894
-4,034
546
$817K 0.02%
17,207
-1,103
547
$814K 0.02%
24,173
-5,212
548
$813K 0.02%
3,313
-45
549
$813K 0.02%
19,111
+2,582
550
$811K 0.02%
2,878
-136
20 21
22
23 24