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
951
$248K 0.01%
5,411
-22
952
$248K 0.01%
10,178
+2
953
$247K 0.01%
19,728
+1,402
954
$247K 0.01%
6,060
+577
955
$247K 0.01%
13,824
-10
956
$246K 0.01%
12,205
957
$246K 0.01%
+9,765
958
$245K 0.01%
+4,929
959
$244K 0.01%
+11,142
960
$243K 0.01%
10,291
+1,068
961
$243K 0.01%
2,926
-37
962
$242K 0.01%
3,019
-24,165
963
$241K 0.01%
2,940
964
$241K 0.01%
16,663
-14,536
965
$240K 0.01%
9,613
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966
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3,248
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967
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25,192
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968
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969
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3,200
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970
$238K 0.01%
10,251
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$237K 0.01%
3,537
-689
972
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+311
973
$235K 0.01%
982
-250
974
$235K 0.01%
+3,712
975
$234K 0.01%
6,647
-100
37 38
39
40 41