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
$4B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,205
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$11.6M
3
+$8.61M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$8.19M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$5.62M

Top Sells

1
+$15.9M
2
+$14.5M
3
+$11.3M
4
IAU icon
iShares Gold Trust
IAU
+$5.08M
5
MSFT icon
Microsoft
MSFT
+$4.37M

Sector Composition

1 Technology 10.92%
2 Financials 6.82%
3 Healthcare 3.38%
4 Consumer Discretionary 3.34%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLF icon
801
Cleveland-Cliffs
CLF
$5.88B
$477K 0.01%
41,700
-47,376
IBDR icon
802
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$476K 0.01%
19,646
-430
BABA icon
803
Alibaba
BABA
$396B
$474K 0.01%
3,948
+130
EPI icon
804
WisdomTree India Earnings Fund ETF
EPI
$2.93B
$473K 0.01%
10,329
-22
ITT icon
805
ITT
ITT
$14.9B
$472K 0.01%
2,923
+98
APOC
806
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$52.7M
$472K 0.01%
18,374
-717
QDEC icon
807
FT Vest Growth-100 Buffer ETF December
QDEC
$546M
$471K 0.01%
15,763
URA icon
808
Global X Uranium ETF
URA
$5.18B
$468K 0.01%
+11,196
CTRA icon
809
Coterra Energy
CTRA
$20.1B
$468K 0.01%
19,809
+245
INDA icon
810
iShares MSCI India ETF
INDA
$9.52B
$468K 0.01%
+8,699
GSLC icon
811
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$468K 0.01%
3,743
-57
IBDQ icon
812
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.8B
$468K 0.01%
18,598
+1,606
WTV icon
813
WisdomTree US Value Fund
WTV
$1.74B
$467K 0.01%
5,243
+1,406
ESGV icon
814
Vanguard ESG US Stock ETF
ESGV
$11.8B
$466K 0.01%
4,132
+496
J icon
815
Jacobs Solutions
J
$18.4B
$465K 0.01%
3,242
-62
BSX icon
816
Boston Scientific
BSX
$150B
$465K 0.01%
4,376
-311
RCS
817
PIMCO Strategic Income Fund
RCS
$330M
$464K 0.01%
65,916
+658
ARKF icon
818
ARK Fintech Innovation ETF
ARKF
$1.4B
$461K 0.01%
+8,527
FTI icon
819
TechnipFMC
FTI
$17.7B
$461K 0.01%
12,642
-65
FELE icon
820
Franklin Electric
FELE
$4.21B
$461K 0.01%
4,958
+382
GAUG icon
821
FT Vest US Equity Moderate Buffer ETF August
GAUG
$319M
$460K 0.01%
12,249
SAIA icon
822
Saia
SAIA
$7.4B
$460K 0.01%
1,380
+268
SPG icon
823
Simon Property Group
SPG
$59.7B
$460K 0.01%
2,754
+331
IBDV icon
824
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.11B
$460K 0.01%
20,990
+80
FAUG icon
825
FT Vest US Equity Buffer ETF August
FAUG
$1.02B
$459K 0.01%
9,156
-767
31 32
33
34 35