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
851
$338K 0.01%
854
+93
852
$336K 0.01%
8,748
-1,816
853
$335K 0.01%
2,598
+386
854
$335K 0.01%
16,289
-1,347
855
$334K 0.01%
1,689
+218
856
$333K 0.01%
3,333
-1,074
857
$333K 0.01%
12,938
+259
858
$333K 0.01%
+568
859
$331K 0.01%
5,761
+45
860
$329K 0.01%
9,594
+4
861
$324K 0.01%
27,878
+75
862
$323K 0.01%
1,080
-130
863
$322K 0.01%
+4,921
864
$321K 0.01%
+1,506
865
$321K 0.01%
15,127
-2,227
866
$320K 0.01%
9,214
-1,406
867
$319K 0.01%
5,182
-513
868
$319K 0.01%
3,768
+496
869
$319K 0.01%
2,666
+92
870
$318K 0.01%
49,157
+23,724
871
$317K 0.01%
4,880
+1,115
872
$314K 0.01%
9,117
-500
873
$313K 0.01%
+852
874
$312K 0.01%
7,192
875
$312K 0.01%
6,048
-18
33 34
35
36 37