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
701
$223K 0.02%
3,839
-654
702
$223K 0.02%
+5,285
703
$221K 0.02%
4,958
-476
704
$221K 0.02%
+9,956
705
$219K 0.02%
+6,806
706
$219K 0.02%
+3,680
707
$218K 0.01%
+5,789
708
$217K 0.01%
+1,180
709
$217K 0.01%
4,207
-958
710
$217K 0.01%
15,536
-1,118
711
$217K 0.01%
2,795
-1,929
712
$216K 0.01%
+793
713
$215K 0.01%
+4,197
714
$215K 0.01%
3,271
715
$214K 0.01%
+1,511
716
$213K 0.01%
6,198
+1,239
717
$213K 0.01%
+3,258
718
$213K 0.01%
+3,334
719
$212K 0.01%
1,503
-126
720
$211K 0.01%
+5,869
721
$211K 0.01%
5,287
+1
722
$211K 0.01%
+7,571
723
$211K 0.01%
7,182
-162
724
$210K 0.01%
+2,016
725
$207K 0.01%
3,280
-460
27 28
29
30 31