MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$26M
3
+$11.7M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$10.7M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$10.4M

Top Sells

1
+$1.97M
2
+$1.44M
3
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$968K

Sector Composition

1 Technology 11.24%
2 Financials 5.58%
3 Consumer Discretionary 4.96%
4 Industrials 4.11%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.58M 0.24%
52,200
102
$1.56M 0.24%
19,788
+511
103
$1.55M 0.24%
16,337
+533
104
$1.55M 0.23%
66,400
105
$1.51M 0.23%
38,548
+1,100
106
$1.51M 0.23%
30,113
+16,313
107
$1.5M 0.23%
64,399
+1,205
108
$1.49M 0.23%
12,950
-1,356
109
$1.47M 0.22%
53,042
+3,154
110
$1.46M 0.22%
12,485
+619
111
$1.46M 0.22%
11,982
+2,755
112
$1.44M 0.22%
81,332
-2,105
113
$1.42M 0.22%
80,397
+507
114
$1.41M 0.21%
26,513
+4,965
115
$1.4M 0.21%
53,000
116
$1.4M 0.21%
48,600
-50,000
117
$1.4M 0.21%
34,475
+27,845
118
$1.4M 0.21%
75,800
+634
119
$1.39M 0.21%
113,628
+6,980
120
$1.38M 0.21%
32,850
+13,250
121
$1.36M 0.21%
40,418
+344
122
$1.36M 0.21%
6,056
+2,019
123
$1.34M 0.2%
25,332
+17,016
124
$1.33M 0.2%
+55,345
125
$1.32M 0.2%
16,722
+104
3 4
5
6 7