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
$737M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.24M
3
+$4.64M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.1M

Top Sells

1
+$12.5M
2
+$8.1M
3
+$5.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$4.95M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 9.65%
2 Financials 4.65%
3 Healthcare 4.59%
4 Consumer Discretionary 4.12%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.41%
39,187
+2,471
52
$2.95M 0.4%
59,414
+4,018
53
$2.93M 0.4%
46,803
-1,318
54
$2.91M 0.39%
23,549
+5,265
55
$2.84M 0.39%
38,669
-2,257
56
$2.81M 0.38%
86,242
+19,820
57
$2.76M 0.37%
68,269
+563
58
$2.59M 0.35%
26,796
-367
59
$2.58M 0.35%
15,612
-221
60
$2.56M 0.35%
80,317
-5,960
61
$2.54M 0.34%
18,401
+13,320
62
$2.5M 0.34%
47,822
+5,084
63
$2.45M 0.33%
243,174
+83,898
64
$2.42M 0.33%
12,959
-618
65
$2.42M 0.33%
+57,535
66
$2.42M 0.33%
50,406
+20,219
67
$2.4M 0.33%
146,649
-45,912
68
$2.39M 0.32%
24,852
-49,491
69
$2.39M 0.32%
159,408
+35,403
70
$2.38M 0.32%
28,938
+26,267
71
$2.37M 0.32%
32,708
+40
72
$2.34M 0.32%
83,607
-148,160
73
$2.34M 0.32%
14,522
+2,827
74
$2.33M 0.32%
40,808
-141,604
75
$2.33M 0.32%
32,444
+23,588
1 2
3
4 5