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
$940M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.81M
3
+$8.84M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.24M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$6.34M

Top Sells

1
+$5.18M
2
+$4.37M
3
+$4.23M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$4.01M
5
IAU icon
iShares Gold Trust
IAU
+$3.74M

Sector Composition

1 Technology 8.36%
2 Financials 4.97%
3 Consumer Discretionary 4.5%
4 Healthcare 3.94%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.86M 0.2%
32,039
-1,872
127
$1.86M 0.2%
24,988
+3,384
128
$1.85M 0.2%
30,834
-1,279
129
$1.85M 0.2%
20,232
+1,432
130
$1.84M 0.2%
58,450
-5,326
131
$1.84M 0.2%
26,772
+18,934
132
$1.83M 0.19%
31,508
+10,604
133
$1.81M 0.19%
36,211
+574
134
$1.77M 0.19%
105,492
+47,734
135
$1.77M 0.19%
60,974
-128,954
136
$1.75M 0.19%
40,104
-1,915
137
$1.75M 0.19%
29,052
+640
138
$1.75M 0.19%
31,575
-1,456
139
$1.7M 0.18%
61,530
+17,010
140
$1.66M 0.18%
78,158
-1,397
141
$1.65M 0.18%
19,009
+3,601
142
$1.65M 0.18%
6,824
+1,643
143
$1.63M 0.17%
109,454
-129
144
$1.61M 0.17%
31,978
-337
145
$1.6M 0.17%
13,261
+650
146
$1.58M 0.17%
60,516
-4,200
147
$1.58M 0.17%
16,360
-2,684
148
$1.56M 0.17%
+27,789
149
$1.56M 0.17%
106,413
150
$1.56M 0.17%
19,116
+3,305
4 5
6
7 8