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
626
$629K 0.02%
4,222
-320
627
$628K 0.02%
3,654
+524
628
$627K 0.02%
12,345
+378
629
$625K 0.02%
3,691
+882
630
$624K 0.02%
2,287
-81
631
$623K 0.02%
14,046
+2,530
632
$620K 0.02%
5,862
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633
$616K 0.02%
19,514
-1,000
634
$615K 0.02%
29,043
+3,904
635
$613K 0.02%
6,895
-1,059
636
$612K 0.02%
13,996
-332
637
$609K 0.02%
9,957
-47
638
$608K 0.02%
13,953
-390
639
$608K 0.02%
15,660
640
$606K 0.02%
3,060
-227
641
$605K 0.02%
2,155
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642
$601K 0.02%
10,923
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643
$600K 0.02%
10,052
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644
$598K 0.02%
26,987
-1,016
645
$597K 0.02%
3,300
+205
646
$594K 0.02%
28,176
+713
647
$592K 0.02%
10,566
+1,742
648
$587K 0.02%
6,541
-1,591
649
$584K 0.02%
10,191
-271
650
$583K 0.02%
7,326
+146
24 25
26
27 28