MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$26M
3
+$11.7M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$10.7M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$10.4M

Top Sells

1
+$1.97M
2
+$1.44M
3
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$968K

Sector Composition

1 Technology 11.24%
2 Financials 5.58%
3 Consumer Discretionary 4.96%
4 Industrials 4.11%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57M 0.39%
42,580
+8,560
52
$2.56M 0.39%
82,744
+22,736
53
$2.53M 0.38%
100,554
-4,382
54
$2.52M 0.38%
37,285
+1,043
55
$2.5M 0.38%
31,870
-300
56
$2.46M 0.37%
20,054
+1,967
57
$2.44M 0.37%
88,980
+44,594
58
$2.42M 0.37%
85,043
+17,789
59
$2.34M 0.36%
45,425
+2
60
$2.26M 0.34%
37,186
-610
61
$2.25M 0.34%
26,989
+3,529
62
$2.19M 0.33%
25,746
+7,414
63
$2.18M 0.33%
40,855
+10,866
64
$2.16M 0.33%
36,260
+3,440
65
$2.13M 0.32%
25,653
+242
66
$2.13M 0.32%
31,270
+5,249
67
$2.12M 0.32%
131,355
+2,788
68
$2.1M 0.32%
27,890
+10,478
69
$2.07M 0.31%
41,983
70
$2M 0.3%
38,720
+6,362
71
$1.99M 0.3%
5,750
+2,293
72
$1.96M 0.3%
46,903
-871
73
$1.96M 0.3%
136,892
+37,351
74
$1.96M 0.3%
27,594
+5,560
75
$1.95M 0.3%
60,605
-15,100
1 2
3
4 5