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
$1.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.11M
3
+$7.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.69M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.62M

Top Sells

1
+$11.9M
2
+$7.95M
3
+$7.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.45M

Sector Composition

1 Technology 11.21%
2 Consumer Discretionary 4.99%
3 Financials 4.89%
4 Communication Services 4.58%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$366K 0.03%
1,728
-181
577
$365K 0.03%
3,032
-230
578
$364K 0.02%
1,479
+15
579
$363K 0.02%
18,399
580
$363K 0.02%
6,497
-6,210
581
$362K 0.02%
+6,826
582
$353K 0.02%
5,550
-31,793
583
$352K 0.02%
8,487
-2,911
584
$352K 0.02%
11,882
-13,501
585
$352K 0.02%
2,709
-1,019
586
$351K 0.02%
4,824
-859
587
$347K 0.02%
23,050
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588
$346K 0.02%
3,319
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589
$345K 0.02%
2,190
-731
590
$344K 0.02%
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591
$342K 0.02%
45,213
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592
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3,590
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593
$340K 0.02%
4,010
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594
$339K 0.02%
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595
$337K 0.02%
8,976
+1,542
596
$337K 0.02%
33,012
+208
597
$336K 0.02%
7,098
-516
598
$336K 0.02%
6,530
-100
599
$336K 0.02%
20,976
+888
600
$336K 0.02%
7,748
-43
22 23
24
25 26