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
676
$531K 0.02%
12,555
-1,498
677
$531K 0.02%
21,209
+5,060
678
$531K 0.02%
3,692
+704
679
$530K 0.02%
1,790
+193
680
$527K 0.02%
2,820
-60
681
$525K 0.02%
19,458
-603
682
$524K 0.02%
14,244
+26
683
$522K 0.02%
14,124
684
$521K 0.02%
5,444
-448
685
$520K 0.02%
13,911
-39
686
$517K 0.02%
+22,276
687
$517K 0.02%
10,250
-1,226
688
$517K 0.02%
1,234
+19
689
$516K 0.01%
5,595
-138
690
$515K 0.01%
13,286
-1
691
$508K 0.01%
1,985
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692
$508K 0.01%
18,570
-5,316
693
$507K 0.01%
26,442
-209
694
$506K 0.01%
10,981
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695
$506K 0.01%
27,490
-225
696
$502K 0.01%
5,813
-17
697
$502K 0.01%
32,018
698
$501K 0.01%
1,158
+167
699
$499K 0.01%
968
+34
700
$499K 0.01%
17,011
-25
26 27
28
29 30