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
1026
$202K 0.01%
6,521
1027
$201K 0.01%
+3,421
1028
$199K 0.01%
11,066
-1,707
1029
$193K 0.01%
17,850
-3,000
1030
$193K 0.01%
+10,000
1031
$191K 0.01%
13,983
-129
1032
$189K 0.01%
14,617
+2,477
1033
$189K 0.01%
19,750
-1,217
1034
$180K 0.01%
15,805
-3,636
1035
$178K 0.01%
13,984
1036
$169K ﹤0.01%
+15,009
1037
$167K ﹤0.01%
10,000
1038
$167K ﹤0.01%
10,868
-1,222
1039
$165K ﹤0.01%
11,626
+17
1040
$165K ﹤0.01%
41,171
-32,841
1041
$162K ﹤0.01%
77,212
+10
1042
$161K ﹤0.01%
10,722
+193
1043
$158K ﹤0.01%
18,752
+2,096
1044
$155K ﹤0.01%
16,550
-2,104
1045
$155K ﹤0.01%
38,645
-1,021
1046
$145K ﹤0.01%
48,592
1047
$138K ﹤0.01%
+5,359
1048
$122K ﹤0.01%
22,009
-1,489
1049
$115K ﹤0.01%
+25,887
1050
$107K ﹤0.01%
11,364
40 41
42
43 44