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
926
$266K 0.01%
1,129
-61
927
$266K 0.01%
1,949
-6,981
928
$263K 0.01%
2,045
+15
929
$263K 0.01%
7,853
+1,341
930
$262K 0.01%
+4,841
931
$262K 0.01%
2,521
+11
932
$261K 0.01%
14,994
+213
933
$261K 0.01%
2,648
+90
934
$261K 0.01%
5,405
+618
935
$261K 0.01%
75,866
936
$260K 0.01%
3,716
-110
937
$258K 0.01%
+1,297
938
$258K 0.01%
5,000
939
$257K 0.01%
1,431
-24
940
$256K 0.01%
+6,343
941
$254K 0.01%
6,213
-405
942
$254K 0.01%
2,984
-353
943
$253K 0.01%
4,621
944
$252K 0.01%
1,462
-177
945
$251K 0.01%
5,000
946
$250K 0.01%
3,348
+282
947
$249K 0.01%
5,714
-1,200
948
$249K 0.01%
1,230
+260
949
$248K 0.01%
+9,816
950
$248K 0.01%
2,269
-784
36 37
38
39 40