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
– –
-6,018
1127
– –
-1,849
1128
– –
-5,486
1129
– –
-1,261
1130
– –
0
1131
– –
-11,261
1132
– –
-18,231
1133
– –
-959
1134
– –
-45,060
1135
– –
-2,776
1136
– –
-13,650
1137
– –
-2,030
1138
– –
-4,088
1139
– –
-67,864
1140
– –
-58,173
1141
– –
-45,708
1142
– –
-54,368
1143
– –
-22,952
1144
– –
-12,587
1145
– –
-14,022
42 43 44 45
46