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
976
$233K 0.01%
4,940
-128
977
$230K 0.01%
2,283
+1
978
$229K 0.01%
+3,608
979
$227K 0.01%
2,282
-2,879
980
$227K 0.01%
6,233
-176
981
$226K 0.01%
+1,071
982
$225K 0.01%
794
-4
983
$225K 0.01%
2,776
-347
984
$225K 0.01%
+16,109
985
$223K 0.01%
4,180
986
$222K 0.01%
7,386
+325
987
$221K 0.01%
+1,460
988
$221K 0.01%
1,467
-13
989
$220K 0.01%
11,964
-2,682
990
$220K 0.01%
+5,908
991
$219K 0.01%
+2,883
992
$219K 0.01%
7,291
-10,536
993
$217K 0.01%
3,557
-14
994
$216K 0.01%
5,252
+149
995
$216K 0.01%
1,934
-560
996
$215K 0.01%
+625
997
$215K 0.01%
2,615
-465
998
$214K 0.01%
+4,426
999
$213K 0.01%
5,616
-79
1000
$213K 0.01%
4,117
-88
38 39
40
41 42