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
$1.94B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$63.4M
3
+$36.1M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$22.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M

Top Sells

1
+$16.3M
2
+$6.5M
3
+$3.49M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.53M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.74M

Sector Composition

1 Technology 9.83%
2 Financials 5.09%
3 Consumer Discretionary 4.18%
4 Healthcare 3.94%
5 Communication Services 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$401K 0.02%
15,819
+3,641
627
$400K 0.02%
6,339
+767
628
$400K 0.02%
10,172
+2,743
629
$400K 0.02%
10,006
+2,399
630
$400K 0.02%
7,597
-4
631
$397K 0.02%
6,159
+287
632
$396K 0.02%
9,340
-2
633
$395K 0.02%
3,709
-28
634
$394K 0.02%
9,137
+3,027
635
$394K 0.02%
16,454
-2,998
636
$394K 0.02%
31,243
+7,098
637
$393K 0.02%
13,346
638
$393K 0.02%
16,947
+1,857
639
$386K 0.02%
8,966
-2
640
$384K 0.02%
13,423
641
$384K 0.02%
6,677
+1,421
642
$378K 0.02%
39,080
643
$377K 0.02%
31,710
+207
644
$376K 0.02%
3,022
+24
645
$375K 0.02%
36,204
-97
646
$374K 0.02%
4,113
-2,008
647
$374K 0.02%
48,419
+9,251
648
$371K 0.02%
3,750
649
$371K 0.02%
16,755
-6,274
650
$370K 0.02%
8,019
24 25
26
27 28