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
601
$538K 0.02%
9,911
+2,379
602
$528K 0.02%
4,973
-369
603
$525K 0.02%
11,961
-1,118
604
$520K 0.02%
19,512
-1,699
605
$520K 0.02%
16,257
+4,398
606
$518K 0.02%
3,040
-50
607
$518K 0.02%
24,403
+10,877
608
$517K 0.02%
8,355
-207
609
$516K 0.02%
28,965
-25
610
$515K 0.02%
8,653
+3,055
611
$513K 0.02%
15,137
-1,430
612
$508K 0.02%
7,868
+2,696
613
$507K 0.02%
14,572
-290
614
$504K 0.02%
6,632
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615
$502K 0.02%
9,551
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616
$501K 0.02%
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617
$500K 0.02%
3,645
-7,150
618
$498K 0.02%
12,623
-233
619
$496K 0.02%
+4,700
620
$496K 0.02%
2,425
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621
$496K 0.02%
+22,073
622
$496K 0.02%
6,885
+351
623
$495K 0.02%
10,892
+1,550
624
$494K 0.02%
6,449
+53
625
$493K 0.02%
3,651
-2
23 24
25
26 27