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
751
$435K 0.01%
5,040
+498
752
$435K 0.01%
6,371
+2,827
753
$435K 0.01%
12,249
754
$434K 0.01%
659
+46
755
$434K 0.01%
955
+107
756
$433K 0.01%
4,042
757
$433K 0.01%
6,107
+147
758
$433K 0.01%
17,647
+190
759
$429K 0.01%
5,340
-225
760
$428K 0.01%
1,736
+54
761
$426K 0.01%
2,029
+269
762
$425K 0.01%
6,517
-185
763
$423K 0.01%
2,881
+73
764
$423K 0.01%
4,498
+768
765
$423K 0.01%
2,957
-246
766
$422K 0.01%
+13,715
767
$422K 0.01%
9,085
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768
$421K 0.01%
5,336
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769
$420K 0.01%
855
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770
$414K 0.01%
+8,286
771
$410K 0.01%
1,473
+217
772
$409K 0.01%
2,081
+5
773
$409K 0.01%
853
-11
774
$407K 0.01%
3,853
+837
775
$407K 0.01%
5,932
-132
29 30
31
32 33