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
626
$305K 0.02%
18,899
+2,346
627
$305K 0.02%
3,249
-22
628
$305K 0.02%
924
+1
629
$304K 0.02%
14,728
-792
630
$303K 0.02%
23,376
+7,032
631
$303K 0.02%
1,356
+407
632
$296K 0.02%
5,130
-8,850
633
$296K 0.02%
4,540
-870
634
$293K 0.02%
+6,108
635
$293K 0.02%
14,983
+2,604
636
$291K 0.02%
11,779
+178
637
$289K 0.02%
+13,220
638
$289K 0.02%
9,413
639
$288K 0.02%
3,008
-236
640
$285K 0.02%
9,144
-29
641
$284K 0.02%
5,258
-3,655
642
$281K 0.02%
3,434
643
$280K 0.02%
2,877
+25
644
$279K 0.02%
2,358
-378
645
$279K 0.02%
666
-17
646
$278K 0.02%
+3,468
647
$277K 0.02%
4,247
-116
648
$277K 0.02%
+3,740
649
$275K 0.02%
12,429
-8,231
650
$274K 0.02%
3,948
-132
24 25
26
27 28