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
701
$499K 0.01%
3,195
702
$498K 0.01%
2,054
+131
703
$493K 0.01%
11,897
-293
704
$491K 0.01%
2,115
+90
705
$490K 0.01%
7,299
+1,025
706
$488K 0.01%
11,934
-1,932
707
$488K 0.01%
3,860
-33
708
$485K 0.01%
4,092
709
$485K 0.01%
1,802
-202
710
$484K 0.01%
20,076
-3,161
711
$484K 0.01%
20,915
+8,501
712
$483K 0.01%
28,225
-1,150
713
$481K 0.01%
2,784
-10
714
$479K 0.01%
4,440
+22
715
$478K 0.01%
2,296
+114
716
$478K 0.01%
2,498
+1,070
717
$471K 0.01%
9,154
-6,429
718
$471K 0.01%
+1,687
719
$470K 0.01%
10,242
720
$466K 0.01%
16,096
+1,281
721
$466K 0.01%
9,923
-1,347
722
$464K 0.01%
909
+112
723
$464K 0.01%
13,550
-150
724
$464K 0.01%
5,363
725
$463K 0.01%
15,743
-517
27 28
29
30 31