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
776
$406K 0.01%
15,329
+2,533
777
$405K 0.01%
16,867
-3,253
778
$405K 0.01%
12,821
+271
779
$404K 0.01%
17,108
-276
780
$404K 0.01%
4,339
-128
781
$404K 0.01%
21,073
+75
782
$404K 0.01%
18,920
+3,923
783
$404K 0.01%
16,093
-2,366
784
$402K 0.01%
1,394
+136
785
$402K 0.01%
10,865
+1,200
786
$402K 0.01%
7,740
-200
787
$397K 0.01%
805
+38
788
$393K 0.01%
5,574
-110
789
$392K 0.01%
16,896
-235,581
790
$392K 0.01%
7,703
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791
$390K 0.01%
7,477
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792
$389K 0.01%
10,450
-1,664
793
$388K 0.01%
1,061
+82
794
$387K 0.01%
649
-31
795
$384K 0.01%
11,795
+1,325
796
$384K 0.01%
4,246
-49
797
$384K 0.01%
2,254
-22
798
$383K 0.01%
13,773
799
$383K 0.01%
9,629
-254
800
$383K 0.01%
4,654
-3
30 31
32
33 34