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
551
$808K 0.02%
5,583
-454
552
$807K 0.02%
13,339
-1,124
553
$805K 0.02%
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-22
554
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-25
555
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34,072
-9,281
556
$797K 0.02%
4,062
-84
557
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24,811
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558
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17,128
-302
559
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9,121
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560
$776K 0.02%
22,740
-1,305
561
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3,464
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562
$771K 0.02%
3,963
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563
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9,357
+1,386
564
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18,312
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565
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76,088
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566
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567
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14,551
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1,490
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569
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13,391
-349
570
$748K 0.02%
31,963
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571
$747K 0.02%
7,944
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572
$746K 0.02%
8,420
-6,947
573
$744K 0.02%
7,406
-1,248
574
$742K 0.02%
109,993
+4,891
575
$737K 0.02%
68,391
-7,361
21 22
23
24 25