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
601
$682K 0.02%
24,603
-145
602
$677K 0.02%
15,343
-69
603
$676K 0.02%
975
-200
604
$674K 0.02%
60,251
+780
605
$672K 0.02%
47,859
+1,984
606
$671K 0.02%
25,402
-29,960
607
$671K 0.02%
34,871
+1,562
608
$671K 0.02%
37,814
+185
609
$669K 0.02%
3,092
+211
610
$665K 0.02%
11,461
-280
611
$665K 0.02%
34,944
-1,183
612
$657K 0.02%
4,598
-118
613
$651K 0.02%
6,576
-1,725
614
$646K 0.02%
66,369
+839
615
$643K 0.02%
3,829
-17
616
$643K 0.02%
9,675
-3,686
617
$637K 0.02%
7,022
+1,264
618
$636K 0.02%
1,225
+103
619
$635K 0.02%
15,859
+812
620
$635K 0.02%
11,116
+5,443
621
$635K 0.02%
+21,430
622
$633K 0.02%
2,715
+702
623
$631K 0.02%
11,785
+2,970
624
$630K 0.02%
5,179
+3
625
$630K 0.02%
2,179
23 24
25
26 27