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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$648K 0.03%
+7,632
552
$647K 0.03%
34,965
-2,956
553
$638K 0.03%
9,124
-161
554
$632K 0.03%
12,070
+3,787
555
$631K 0.03%
17,267
+55
556
$631K 0.03%
+7,693
557
$628K 0.03%
6,891
-35
558
$628K 0.03%
1,107
+273
559
$627K 0.03%
15,765
+3,590
560
$621K 0.03%
12,622
+1,289
561
$621K 0.03%
20,967
+3,584
562
$619K 0.03%
252
-9
563
$616K 0.03%
4,206
-572
564
$611K 0.03%
5,195
-1,820
565
$610K 0.03%
5,445
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$608K 0.03%
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567
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5,296
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568
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569
$600K 0.02%
37,669
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570
$600K 0.02%
32,077
-679
571
$599K 0.02%
16,884
+8,802
572
$594K 0.02%
17,885
+370
573
$593K 0.02%
5,938
+628
574
$584K 0.02%
5,553
-241
575
$583K 0.02%
2,293
+59
21 22
23
24 25