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
151
$1.54M 0.16%
8,660
+1,350
152
$1.53M 0.16%
50,159
-500
153
$1.52M 0.16%
5,183
+2,317
154
$1.52M 0.16%
48,020
+2,990
155
$1.5M 0.16%
18,554
-625
156
$1.5M 0.16%
42,532
+6,177
157
$1.48M 0.16%
40,471
+1,031
158
$1.48M 0.16%
30,187
+1,963
159
$1.47M 0.16%
16,676
+2,838
160
$1.47M 0.16%
18,352
+308
161
$1.45M 0.15%
27,040
+19,767
162
$1.45M 0.15%
24,828
-234
163
$1.45M 0.15%
16,435
+2,794
164
$1.44M 0.15%
56,755
-3,210
165
$1.42M 0.15%
45,400
-1,000
166
$1.42M 0.15%
35,978
+9,982
167
$1.42M 0.15%
100,200
-1,400
168
$1.4M 0.15%
16,441
-655
169
$1.39M 0.15%
4,608
+717
170
$1.37M 0.15%
87,894
+26
171
$1.36M 0.14%
6,865
+752
172
$1.35M 0.14%
105,181
+3,404
173
$1.35M 0.14%
21,395
-1,327
174
$1.34M 0.14%
8,115
-1,724
175
$1.34M 0.14%
22,746
+6,925
5 6
7
8 9