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
901
$280K 0.01%
4,219
-943
902
$280K 0.01%
11,170
-915
903
$279K 0.01%
1,463
+73
904
$279K 0.01%
2,294
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905
$278K 0.01%
642
-23
906
$277K 0.01%
835
-611
907
$276K 0.01%
3,885
908
$276K 0.01%
6,640
-249
909
$273K 0.01%
5,517
-133
910
$273K 0.01%
7,500
-9
911
$272K 0.01%
5,090
912
$272K 0.01%
3,228
-1,106
913
$272K 0.01%
7,364
-276
914
$271K 0.01%
+1,055
915
$271K 0.01%
5,089
+1
916
$270K 0.01%
528
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917
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804
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$270K 0.01%
977
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919
$269K 0.01%
2,132
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920
$269K 0.01%
1,630
-551
921
$268K 0.01%
4,534
+1
922
$268K 0.01%
9,801
-115
923
$267K 0.01%
7,018
924
$267K 0.01%
12,400
-2,200
925
$266K 0.01%
+6,265
35 36
37
38 39