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
$2.44B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$10.3M
3
+$8.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.17M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.14M

Top Sells

1
+$23.6M
2
+$13.8M
3
+$4.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.11M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.97M

Sector Composition

1 Technology 10.29%
2 Financials 6.32%
3 Consumer Discretionary 3.72%
4 Healthcare 3.59%
5 Communication Services 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$201K 0.01%
+368
927
$201K 0.01%
3,736
-432
928
$201K 0.01%
+3,830
929
$193K 0.01%
+11,776
930
$191K 0.01%
15,280
-254
931
$185K 0.01%
+10,621
932
$180K 0.01%
+10,450
933
$177K 0.01%
10,000
934
$176K 0.01%
18,790
+6,840
935
$175K 0.01%
17,220
+3,265
936
$162K 0.01%
139
+58
937
$161K 0.01%
+887
938
$154K 0.01%
+12,312
939
$150K 0.01%
14,410
-2,869
940
$143K 0.01%
75,570
941
$136K 0.01%
1,688
-21
942
$133K 0.01%
13,846
-2,345
943
$131K 0.01%
11,213
+1,121
944
$118K ﹤0.01%
+6,252
945
$115K ﹤0.01%
+11,365
946
$111K ﹤0.01%
4,110
-1,660
947
$108K ﹤0.01%
12,250
948
$106K ﹤0.01%
12,030
-7,281
949
$99.5K ﹤0.01%
37,566
-89,706
950
$92.5K ﹤0.01%
10,600
-1,700
36 37
38
39 40