MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.25M
3
+$4.89M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.13M
5
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$4.11M

Top Sells

1
+$35.4M
2
+$3.87M
3
+$2.67M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.36M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.98M

Sector Composition

1 Technology 7.74%
2 Financials 5.32%
3 Consumer Discretionary 4.83%
4 Healthcare 3.58%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
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