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
101
$6.58M 0.19%
48,073
+14,499
102
$6.47M 0.19%
69,418
-18,865
103
$6.45M 0.19%
163,126
-2,579
104
$6.36M 0.18%
48,798
-3,461
105
$6.29M 0.18%
138,814
-6,005
106
$6.23M 0.18%
62,944
+5,954
107
$6.14M 0.18%
119,969
-10,149
108
$6.04M 0.17%
83,680
-577
109
$6.04M 0.17%
157,557
+12,831
110
$6.02M 0.17%
37,903
-887
111
$5.99M 0.17%
50,563
+6,124
112
$5.96M 0.17%
54,036
+3,069
113
$5.95M 0.17%
264,948
+255,404
114
$5.9M 0.17%
33,950
-6,437
115
$5.86M 0.17%
266,292
+4,723
116
$5.84M 0.17%
23,316
-2,289
117
$5.77M 0.17%
30,970
+2,756
118
$5.77M 0.17%
43,864
+2,830
119
$5.66M 0.16%
212,931
+38,856
120
$5.57M 0.16%
50,625
+16,760
121
$5.53M 0.16%
235,308
-473,943
122
$5.51M 0.16%
106,398
+1,855
123
$5.49M 0.16%
46,784
-18,467
124
$5.47M 0.16%
11,245
-224
125
$5.47M 0.16%
145,906
-5,869
3 4
5
6 7