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
$1.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
841
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.11M
3
+$7.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.69M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.62M

Top Sells

1
+$11.9M
2
+$7.95M
3
+$7.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.45M

Sector Composition

1 Technology 11.21%
2 Consumer Discretionary 4.99%
3 Financials 4.89%
4 Communication Services 4.58%
5 Healthcare 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.47M 0.24%
14,274
+808
102
$3.44M 0.24%
25,970
-3,588
103
$3.4M 0.23%
9,204
-148
104
$3.36M 0.23%
166,654
+6,294
105
$3.35M 0.23%
47,714
-16,639
106
$3.28M 0.22%
141,049
+109,798
107
$3.17M 0.22%
40,034
108
$3.12M 0.21%
71,219
+4,775
109
$3.11M 0.21%
153,622
+13,092
110
$3.1M 0.21%
41,176
+3,730
111
$3.1M 0.21%
33,728
+10,660
112
$3.09M 0.21%
19,301
-275
113
$3.07M 0.21%
119,572
+18,114
114
$3.06M 0.21%
36,406
+11,831
115
$3.06M 0.21%
44,160
+3,573
116
$3.04M 0.21%
116,003
+60,447
117
$3M 0.21%
47,571
-2,739
118
$3M 0.21%
12,937
-269
119
$2.99M 0.2%
53,508
+14,789
120
$2.98M 0.2%
119,496
+93,048
121
$2.97M 0.2%
19,574
-792
122
$2.96M 0.2%
34,994
+3,231
123
$2.95M 0.2%
35,859
-6,482
124
$2.93M 0.2%
13,638
-897
125
$2.9M 0.2%
11,646
+1,290
3 4
5
6 7