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
151
$2.46M 0.17%
64,839
-3,085
152
$2.46M 0.17%
54,381
-12,702
153
$2.45M 0.17%
20,477
-432
154
$2.38M 0.16%
153,725
+3,194
155
$2.37M 0.16%
32,343
-3,787
156
$2.37M 0.16%
136,460
+10,292
157
$2.35M 0.16%
19,320
-2,798
158
$2.35M 0.16%
+99,097
159
$2.34M 0.16%
45,022
-25,508
160
$2.31M 0.16%
31,685
+2,887
161
$2.31M 0.16%
35,840
+13,748
162
$2.27M 0.16%
20,752
-1,009
163
$2.22M 0.15%
41,406
-790
164
$2.22M 0.15%
24,994
+1,662
165
$2.21M 0.15%
+53,666
166
$2.19M 0.15%
25,264
+10,646
167
$2.19M 0.15%
16,139
+212
168
$2.19M 0.15%
20,153
+3,220
169
$2.15M 0.15%
77,833
-142,165
170
$2.15M 0.15%
154,342
-1,029
171
$2.15M 0.15%
23,372
-3,729
172
$2.14M 0.15%
27,015
+17,917
173
$2.11M 0.14%
9,412
+1,274
174
$2.1M 0.14%
11,772
-8,465
175
$2.1M 0.14%
33,448
-7,698
5 6
7
8 9