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
$940M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.81M
3
+$8.84M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.24M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.34M

Top Sells

1
+$5.18M
2
+$4.37M
3
+$4.23M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.01M
5
IAU icon
iShares Gold Trust
IAU
+$3.74M

Sector Composition

1 Technology 8.36%
2 Financials 4.97%
3 Consumer Discretionary 4.5%
4 Healthcare 3.94%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.9M 0.31%
27,490
+4,671
77
$2.89M 0.31%
57,331
+51,398
78
$2.89M 0.31%
76,863
+31,765
79
$2.89M 0.31%
68,286
-2,247
80
$2.79M 0.3%
66,422
+3,862
81
$2.79M 0.3%
55,396
+28,557
82
$2.77M 0.3%
38,862
+3,156
83
$2.69M 0.29%
89,512
+398
84
$2.68M 0.29%
59,714
+42,208
85
$2.65M 0.28%
47,679
-3,108
86
$2.63M 0.28%
26,052
+4,881
87
$2.62M 0.28%
22,991
-179
88
$2.61M 0.28%
21,895
+15,322
89
$2.57M 0.27%
20,395
-3,322
90
$2.55M 0.27%
72,438
+11,575
91
$2.54M 0.27%
43,552
-1,683
92
$2.54M 0.27%
168,914
+8,504
93
$2.51M 0.27%
99,620
+23,384
94
$2.49M 0.26%
38,772
+9,376
95
$2.48M 0.26%
82,335
+569
96
$2.46M 0.26%
58,064
+3,208
97
$2.42M 0.26%
15,257
+13,697
98
$2.39M 0.25%
124,005
+7,134
99
$2.34M 0.25%
18,284
+375
100
$2.33M 0.25%
7,942
+554
2 3
4
5 6