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
726
$463K 0.01%
13,838
-423
727
$462K 0.01%
8,398
-1,106
728
$456K 0.01%
16,188
729
$455K 0.01%
7,803
-37
730
$452K 0.01%
3,366
-27
731
$452K 0.01%
1,433
+247
732
$452K 0.01%
18,019
-141
733
$452K 0.01%
10,075
+1,512
734
$451K 0.01%
21,846
-184
735
$450K 0.01%
1,980
-124
736
$449K 0.01%
1,588
-43
737
$449K 0.01%
16,213
+3,709
738
$449K 0.01%
23,985
+335
739
$448K 0.01%
1,940
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740
$447K 0.01%
5,413
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741
$445K 0.01%
2,331
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742
$444K 0.01%
14,879
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743
$443K 0.01%
2,060
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744
$443K 0.01%
5,044
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745
$442K 0.01%
17,265
-1,870
746
$442K 0.01%
20,300
747
$439K 0.01%
+7,550
748
$437K 0.01%
5,380
+933
749
$436K 0.01%
19,741
+3,970
750
$436K 0.01%
2,830
-26
28 29
30
31 32