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
76
$8.31M 0.24%
115,516
-2,170
77
$8.26M 0.24%
51,440
-2,645
78
$8.17M 0.24%
313,490
-151,657
79
$8.16M 0.24%
45,450
-1,707
80
$8.09M 0.23%
69,800
-590
81
$8.04M 0.23%
75,325
+5,308
82
$8.01M 0.23%
160,363
+142,591
83
$7.91M 0.23%
113,823
+9,153
84
$7.88M 0.23%
43,987
+13,417
85
$7.72M 0.22%
244,512
+78
86
$7.68M 0.22%
19,093
-208
87
$7.62M 0.22%
239,038
-2,875
88
$7.53M 0.22%
30,439
+7,656
89
$7.51M 0.22%
145,952
+4,019
90
$7.39M 0.21%
90,059
-7,657
91
$7.24M 0.21%
141,356
+33,295
92
$7.16M 0.21%
111,192
+7,552
93
$7.06M 0.2%
16,538
-488
94
$7.01M 0.2%
120,358
+10,448
95
$6.78M 0.2%
214,888
+8,416
96
$6.77M 0.2%
10,955
-444
97
$6.77M 0.2%
200,941
+14,454
98
$6.76M 0.2%
112,916
+50,397
99
$6.7M 0.19%
17,600
-1,301
100
$6.65M 0.19%
102,719
-6,516
2 3
4
5 6