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
1001
$212K 0.01%
7,092
1002
$212K 0.01%
2,024
1003
$212K 0.01%
9,031
-7,439
1004
$211K 0.01%
6,414
-6,017
1005
$211K 0.01%
3,267
-2,216
1006
$210K 0.01%
1,076
1007
$210K 0.01%
1,430
-1,395
1008
$209K 0.01%
+2,931
1009
$209K 0.01%
452
-72
1010
$209K 0.01%
9,970
1011
$208K 0.01%
+1,079
1012
$208K 0.01%
1,526
-43
1013
$208K 0.01%
+876
1014
$207K 0.01%
+2,059
1015
$207K 0.01%
+2,753
1016
$206K 0.01%
8,260
1017
$206K 0.01%
+287
1018
$206K 0.01%
588
-107
1019
$206K 0.01%
1,508
+11
1020
$205K 0.01%
527
+5
1021
$204K 0.01%
2,924
-73
1022
$204K 0.01%
953
-168
1023
$203K 0.01%
1,379
-450
1024
$203K 0.01%
23,184
+4,449
1025
$202K 0.01%
+5,396
39 40
41
42 43