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
651
$581K 0.02%
12,170
+272
652
$581K 0.02%
14,220
+831
653
$581K 0.02%
19,467
-150
654
$581K 0.02%
5,315
-182
655
$580K 0.02%
15,009
+7,786
656
$580K 0.02%
14,056
+51
657
$577K 0.02%
7,302
+361
658
$575K 0.02%
22,503
+12
659
$572K 0.02%
43,977
+6
660
$569K 0.02%
1,205
+187
661
$567K 0.02%
2,071
+421
662
$562K 0.02%
3,740
+257
663
$560K 0.02%
4,632
+194
664
$560K 0.02%
6,992
+537
665
$558K 0.02%
5,032
-947
666
$557K 0.02%
16,654
-1,953
667
$554K 0.02%
6,162
+338
668
$550K 0.02%
15,615
-27,639
669
$549K 0.02%
19,721
+447
670
$545K 0.02%
21,832
+410
671
$544K 0.02%
7,429
-2,694
672
$542K 0.02%
20,045
+91
673
$542K 0.02%
15,041
+4,194
674
$538K 0.02%
12,529
-345
675
$534K 0.02%
23,816
+94
25 26
27
28 29