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
801
$382K 0.01%
9,827
-42,475
802
$382K 0.01%
8,299
-1,000
803
$379K 0.01%
3,866
+1,101
804
$379K 0.01%
16,100
-1,818
805
$378K 0.01%
6,316
-3,528
806
$377K 0.01%
3,177
+152
807
$377K 0.01%
9,030
-1,038
808
$376K 0.01%
9,432
+21
809
$376K 0.01%
+1,470
810
$375K 0.01%
5,257
+510
811
$375K 0.01%
10,235
812
$374K 0.01%
813
-4
813
$374K 0.01%
40,002
814
$373K 0.01%
6,381
+7
815
$373K 0.01%
3,517
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816
$371K 0.01%
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817
$371K 0.01%
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818
$371K 0.01%
+6,636
819
$370K 0.01%
6,247
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820
$368K 0.01%
+9,865
821
$368K 0.01%
4,829
+342
822
$366K 0.01%
1,449
+1
823
$364K 0.01%
32,429
-264
824
$363K 0.01%
5,208
-276
825
$363K 0.01%
3,996
+436
31 32
33
34 35