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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$480K 0.03%
10,024
+549
552
$479K 0.03%
1,630
-2
553
$478K 0.03%
7,648
+1
554
$478K 0.03%
5,493
+257
555
$475K 0.03%
8,616
+721
556
$475K 0.03%
55,070
557
$473K 0.03%
+2,161
558
$472K 0.03%
12,389
-2,948
559
$472K 0.03%
7,753
560
$468K 0.03%
6,598
+58
561
$468K 0.03%
1,574
562
$467K 0.03%
32,416
-3,169
563
$467K 0.03%
7,809
564
$467K 0.03%
8,104
-30
565
$466K 0.03%
10,521
-444
566
$462K 0.03%
8,176
-63
567
$461K 0.03%
7,753
-44
568
$460K 0.03%
3,218
-364
569
$456K 0.03%
7,756
-38
570
$455K 0.03%
5,763
-2,460
571
$453K 0.03%
7,783
+106
572
$453K 0.03%
+5,586
573
$452K 0.03%
10,525
574
$451K 0.03%
20,472
+3,400
575
$451K 0.03%
10,767
+116
21 22
23
24 25