MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
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
+$39.7M
2
+$11.4M
3
+$7.12M
4
IBHG icon
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
+$5.72M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.88M

Top Sells

1
+$52.3M
2
+$30.7M
3
+$30.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.5M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$15M

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
1126
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-3,309
1127
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-15,309
1128
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-5,428
1129
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-8,750
1130
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-2,986
1131
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-3,830
1132
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-11,366
1133
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-12,160
1134
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-17,727
1135
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-7,427
1136
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-13,608
1137
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-42,040
1138
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-10,245
1139
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-975
1140
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-16,051
1141
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-863
1142
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-2,778
1143
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-4,239
1144
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-19,935
1145
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-50,370
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