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
$940M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.81M
3
+$8.84M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.24M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.34M

Top Sells

1
+$5.18M
2
+$4.37M
3
+$4.23M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.01M
5
IAU icon
iShares Gold Trust
IAU
+$3.74M

Sector Composition

1 Technology 8.36%
2 Financials 4.97%
3 Consumer Discretionary 4.5%
4 Healthcare 3.94%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.84M 0.41%
41,413
+14,456
52
$3.65M 0.39%
54,640
-1,240
53
$3.64M 0.39%
67,706
+48,020
54
$3.55M 0.38%
40,926
+1,289
55
$3.49M 0.37%
48,121
+36,463
56
$3.48M 0.37%
99,689
+11,228
57
$3.38M 0.36%
48,385
+3,589
58
$3.34M 0.36%
24,454
+19,759
59
$3.28M 0.35%
282,576
+122,160
60
$3.28M 0.35%
116,530
+12,524
61
$3.25M 0.35%
36,716
+21,400
62
$3.24M 0.35%
86,277
-116,162
63
$3.16M 0.34%
8,111
+1,971
64
$3.11M 0.33%
27,163
+3,785
65
$3.11M 0.33%
111,675
-33,914
66
$3.11M 0.33%
75,470
+47,645
67
$3.11M 0.33%
45,622
+12,209
68
$3.09M 0.33%
17,544
+13,876
69
$3M 0.32%
55,764
+7,327
70
$2.98M 0.32%
35,264
-14,273
71
$2.97M 0.32%
26,882
-337
72
$2.96M 0.32%
13,577
+3,485
73
$2.96M 0.32%
40,909
+2,608
74
$2.93M 0.31%
56,520
+40,465
75
$2.92M 0.31%
58,534
-687
1 2
3
4 5