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
126
$2.87M 0.2%
9,362
+8,353
127
$2.86M 0.2%
57,117
-7,104
128
$2.84M 0.19%
129,046
+5,793
129
$2.82M 0.19%
57,562
+37,872
130
$2.78M 0.19%
38,560
+5,138
131
$2.77M 0.19%
46,441
-514
132
$2.73M 0.19%
29,392
+13,348
133
$2.72M 0.19%
19,264
-2,169
134
$2.71M 0.19%
+109,338
135
$2.7M 0.18%
84,960
+53,421
136
$2.7M 0.18%
7
137
$2.68M 0.18%
178,616
+29,405
138
$2.67M 0.18%
23,417
+997
139
$2.63M 0.18%
197,040
+4,160
140
$2.62M 0.18%
20,905
+3,268
141
$2.6M 0.18%
10,210
-358
142
$2.6M 0.18%
78,841
+3,077
143
$2.58M 0.18%
43,020
-1,563
144
$2.57M 0.18%
50,023
+30,397
145
$2.56M 0.17%
19,688
+8,912
146
$2.53M 0.17%
23,881
+1,506
147
$2.52M 0.17%
26,330
-1,008
148
$2.51M 0.17%
24,950
+5,681
149
$2.5M 0.17%
+62,386
150
$2.47M 0.17%
43,552
4 5
6
7 8