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
$1.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.11M
3
+$7.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.69M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.62M

Top Sells

1
+$11.9M
2
+$7.95M
3
+$7.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.45M

Sector Composition

1 Technology 11.21%
2 Consumer Discretionary 4.99%
3 Financials 4.89%
4 Communication Services 4.58%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.38M 0.3%
40,470
+756
77
$4.34M 0.3%
119,924
+8,776
78
$4.34M 0.3%
29,446
+9,041
79
$4.33M 0.3%
178,067
+124,720
80
$4.22M 0.29%
74,839
-654
81
$4.17M 0.28%
171,339
+3,051
82
$4.14M 0.28%
18,717
+8,274
83
$4.14M 0.28%
98,973
+1,298
84
$4.06M 0.28%
71,098
-139,137
85
$4.03M 0.28%
86,970
+8,270
86
$4.01M 0.27%
16,497
-454
87
$3.92M 0.27%
76,623
+9,159
88
$3.86M 0.26%
90,100
+33,390
89
$3.76M 0.26%
55,070
-4,990
90
$3.75M 0.26%
10,077
+203
91
$3.7M 0.25%
53,411
+4,020
92
$3.69M 0.25%
67,577
-7,207
93
$3.62M 0.25%
94,305
+1,197
94
$3.58M 0.24%
+149,605
95
$3.56M 0.24%
97,202
+38,636
96
$3.52M 0.24%
22,102
-3,530
97
$3.49M 0.24%
21,705
+4,747
98
$3.48M 0.24%
65,224
+28,009
99
$3.48M 0.24%
16,430
-1,305
100
$3.47M 0.24%
16,226
+10,488
2 3
4
5 6