MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$26M
3
+$11.7M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$10.7M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$10.4M

Top Sells

1
+$1.97M
2
+$1.44M
3
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$968K

Sector Composition

1 Technology 11.24%
2 Financials 5.58%
3 Consumer Discretionary 4.96%
4 Industrials 4.11%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.92M 0.29%
30,110
-1,600
77
$1.88M 0.29%
103,337
+26,576
78
$1.88M 0.28%
29,772
+6,491
79
$1.86M 0.28%
106,220
80
$1.83M 0.28%
33,165
-127
81
$1.83M 0.28%
35,258
+7,046
82
$1.82M 0.28%
25,263
+118
83
$1.82M 0.28%
97,506
-2,772
84
$1.82M 0.28%
49,043
-3,833
85
$1.76M 0.27%
30,870
+1,631
86
$1.76M 0.27%
6,600
+148
87
$1.74M 0.26%
59,206
+17,517
88
$1.74M 0.26%
19,770
+436
89
$1.74M 0.26%
45,361
+32,325
90
$1.73M 0.26%
28,720
+1,674
91
$1.73M 0.26%
24,395
+11,960
92
$1.7M 0.26%
45,908
+11,150
93
$1.69M 0.26%
10,513
+2,091
94
$1.69M 0.26%
8,152
+649
95
$1.68M 0.25%
310,944
+44,800
96
$1.67M 0.25%
26,938
+4,392
97
$1.67M 0.25%
15,829
+3,529
98
$1.67M 0.25%
29,234
+2,416
99
$1.63M 0.25%
27,928
+108
100
$1.58M 0.24%
77,405
-57,150
2 3
4
5 6