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
$4B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,205
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$11.6M
3
+$8.61M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$8.19M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$5.62M

Top Sells

1
+$15.9M
2
+$14.5M
3
+$11.3M
4
IAU icon
iShares Gold Trust
IAU
+$5.08M
5
MSFT icon
Microsoft
MSFT
+$4.37M

Sector Composition

1 Technology 10.92%
2 Financials 6.82%
3 Healthcare 3.38%
4 Consumer Discretionary 3.34%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STWD icon
626
Starwood Property Trust
STWD
$6.57B
$730K 0.02%
36,627
+1,338
AFLG icon
627
First Trust Active Factor Large Cap ETF
AFLG
$423M
$727K 0.02%
+19,593
JRS icon
628
Nuveen Real Estate Income Fund
JRS
$233M
$727K 0.02%
91,896
+6,218
CL icon
629
Colgate-Palmolive
CL
$63.3B
$727K 0.02%
8,265
+401
MET icon
630
MetLife
MET
$51B
$726K 0.02%
9,236
+31
EQIX icon
631
Equinix
EQIX
$81.3B
$721K 0.02%
899
+119
AME icon
632
Ametek
AME
$45.6B
$716K 0.02%
3,974
-87
IDU icon
633
iShares US Utilities ETF
IDU
$1.66B
$712K 0.02%
6,591
+236
FTC icon
634
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.28B
$711K 0.02%
4,557
MCO icon
635
Moody's
MCO
$86.5B
$708K 0.02%
1,380
+605
NUSC icon
636
Nuveen ESG Small-Cap ETF
NUSC
$1.21B
$703K 0.02%
16,624
-748
UNM icon
637
Unum
UNM
$12.9B
$701K 0.02%
8,681
-467
FXE icon
638
Invesco CurrencyShares Euro Currency Trust
FXE
$523M
$699K 0.02%
6,445
+1,084
MRVL icon
639
Marvell Technology
MRVL
$80.4B
$698K 0.02%
9,405
+163
FFOX
640
FundX Future Fund Opportunities ETF
FFOX
$177M
$697K 0.02%
+26,535
BXC icon
641
BlueLinx
BXC
$469M
$696K 0.02%
8,691
JAVA icon
642
JPMorgan Active Value ETF
JAVA
$4.27B
$695K 0.02%
10,371
-607
HPE icon
643
Hewlett Packard
HPE
$31.5B
$695K 0.02%
33,502
-735
CME icon
644
CME Group
CME
$100B
$693K 0.02%
2,479
-267
IEI icon
645
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$692K 0.02%
5,850
+699
BBRE icon
646
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$943M
$691K 0.02%
+7,368
BR icon
647
Broadridge
BR
$26B
$691K 0.02%
2,723
+308
NAC icon
648
Nuveen California Quality Municipal Income Fund
NAC
$1.75B
$689K 0.02%
62,950
+1,812
BUYW icon
649
Main BuyWrite ETF
BUYW
$845M
$689K 0.02%
48,777
+220
SHEL icon
650
Shell
SHEL
$220B
$688K 0.02%
9,558
+30
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