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
676
$244K 0.02%
+5,412
677
$244K 0.02%
1,253
+73
678
$243K 0.02%
+4,684
679
$242K 0.02%
1,932
+261
680
$241K 0.02%
7,150
-23,426
681
$240K 0.02%
+2,627
682
$235K 0.02%
2,092
-250
683
$234K 0.02%
+4,845
684
$233K 0.02%
2,089
-1,657
685
$233K 0.02%
5,756
686
$233K 0.02%
8,568
-9,405
687
$233K 0.02%
4,184
-71
688
$231K 0.02%
2,011
-875
689
$231K 0.02%
6,806
-76
690
$231K 0.02%
+3,182
691
$230K 0.02%
10,530
-138
692
$229K 0.02%
23,904
-521
693
$227K 0.02%
823
-1,527
694
$227K 0.02%
2,945
695
$227K 0.02%
+3,073
696
$226K 0.02%
8,311
697
$225K 0.02%
773
-520
698
$225K 0.02%
10,000
699
$225K 0.02%
5,929
-2,909
700
$225K 0.02%
4,408
-7,969
26 27
28
29 30