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
126
$5.38M 0.16%
206,700
+22,001
127
$5.33M 0.15%
232,168
-448,529
128
$5.32M 0.15%
200,810
-2,331
129
$5.24M 0.15%
224,776
+23,954
130
$5.18M 0.15%
43,280
+26
131
$5.16M 0.15%
61,878
+7,218
132
$5.13M 0.15%
18,846
-1,671
133
$5.06M 0.15%
22,551
-4,746
134
$5.05M 0.15%
34,476
+7,210
135
$5.03M 0.15%
67,355
-5,531
136
$5.01M 0.15%
31,040
-2,242
137
$4.94M 0.14%
34,975
-1,305
138
$4.9M 0.14%
40,716
-10,169
139
$4.9M 0.14%
164,761
-26,616
140
$4.9M 0.14%
52,295
+2,480
141
$4.87M 0.14%
37,455
+8,590
142
$4.84M 0.14%
92,707
+8,334
143
$4.83M 0.14%
74,015
+1,121
144
$4.78M 0.14%
17,073
-3,012
145
$4.76M 0.14%
47,285
-3,525
146
$4.75M 0.14%
37,179
+1,804
147
$4.71M 0.14%
24,756
+407
148
$4.7M 0.14%
47,394
+2,565
149
$4.69M 0.14%
132,976
+2,662
150
$4.66M 0.13%
216,744
-39,073
4 5
6
7 8