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
1101
– –
-15,309
1102
– –
-5,428
1103
– –
-8,750
1104
– –
-2,986
1105
– –
-11,366
1106
– –
-12,160
1107
– –
-17,727
1108
– –
-7,427
1109
– –
-13,608
1110
– –
-42,040
1111
– –
-10,245
1112
– –
-975
1113
– –
-16,051
1114
– –
-863
1115
– –
-2,778
1116
– –
-4,239
1117
– –
-19,935
1118
– –
-50,370
1119
– –
-6,018
1120
– –
-1,849
1121
– –
-5,486
1122
– –
-1,261
1123
– –
0
1124
– –
-11,261
1125
– –
-18,231
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