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
576
$736K 0.02%
42,989
+5
577
$733K 0.02%
5,332
578
$732K 0.02%
24,147
-26,597
579
$731K 0.02%
5,543
-469
580
$730K 0.02%
11,309
+2,898
581
$730K 0.02%
10,908
-674
582
$729K 0.02%
29,163
-776
583
$727K 0.02%
13,510
+2,914
584
$725K 0.02%
84,713
+3,518
585
$725K 0.02%
788
+100
586
$725K 0.02%
5,706
-512
587
$723K 0.02%
23,729
+7,818
588
$717K 0.02%
4,313
+884
589
$716K 0.02%
3,957
-96
590
$714K 0.02%
19,509
-2,995
591
$708K 0.02%
14,686
+3,031
592
$706K 0.02%
22,068
+163
593
$705K 0.02%
7,178
+62
594
$703K 0.02%
10,301
-614
595
$697K 0.02%
8,967
+848
596
$697K 0.02%
26,457
-18,980
597
$693K 0.02%
34,030
-1,002
598
$689K 0.02%
32,051
-7,649
599
$685K 0.02%
7,976
+407
600
$685K 0.02%
3,801
-121
22 23
24
25 26