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
51
$6.29M 0.43%
13,208
+12,623
52
$6.27M 0.43%
127,653
-69,727
53
$6.08M 0.42%
225,520
+18,586
54
$6.04M 0.41%
125,059
-633
55
$5.82M 0.4%
55,544
+7,671
56
$5.73M 0.39%
116,476
-26,488
57
$5.62M 0.38%
151,946
+34,821
58
$5.59M 0.38%
107,230
+69,260
59
$5.56M 0.38%
93,844
+405
60
$5.55M 0.38%
119,028
-18,054
61
$5.51M 0.38%
18,052
-277
62
$5.44M 0.37%
337,656
+3,072
63
$5.37M 0.37%
20,889
-640
64
$5.36M 0.37%
+130,896
65
$5.09M 0.35%
38,749
+14,390
66
$5.09M 0.35%
22,848
+1,623
67
$4.83M 0.33%
55,396
+954
68
$4.78M 0.33%
94,242
+808
69
$4.76M 0.33%
208,357
+24,187
70
$4.75M 0.32%
139,364
+57,427
71
$4.74M 0.32%
90,406
+74,141
72
$4.73M 0.32%
64,247
+3,262
73
$4.61M 0.32%
46,852
+4,855
74
$4.6M 0.31%
150,532
+61,514
75
$4.53M 0.31%
41,351
-3,832
1 2
3
4 5