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
876
$312K 0.01%
7,238
877
$310K 0.01%
12,568
-135,565
878
$309K 0.01%
+1,733
879
$309K 0.01%
2,477
+96
880
$308K 0.01%
14,283
-890
881
$307K 0.01%
2,777
-1,173
882
$307K 0.01%
3,563
883
$298K 0.01%
+1,778
884
$296K 0.01%
4,149
+330
885
$294K 0.01%
9,801
886
$294K 0.01%
7,141
+1,706
887
$293K 0.01%
537
-50
888
$293K 0.01%
7,224
889
$289K 0.01%
6,018
+4
890
$287K 0.01%
2,220
+1
891
$286K 0.01%
1,141
-36
892
$286K 0.01%
9,963
+60
893
$286K 0.01%
3,138
-101
894
$285K 0.01%
9,950
-105
895
$283K 0.01%
7,652
896
$283K 0.01%
+7,877
897
$282K 0.01%
3,499
898
$281K 0.01%
7,230
+340
899
$281K 0.01%
+2,806
900
$280K 0.01%
9,234
-365
34 35
36
37 38