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
151
$4.66M 0.13%
41,545
+779
152
$4.64M 0.13%
42,022
+12,973
153
$4.6M 0.13%
47,663
-1,158
154
$4.51M 0.13%
48,152
-141
155
$4.45M 0.13%
81,538
+4,299
156
$4.42M 0.13%
26,664
+775
157
$4.37M 0.13%
63,108
+11,710
158
$4.33M 0.13%
69,613
-4,736
159
$4.33M 0.13%
44,157
+2,694
160
$4.33M 0.13%
63,503
-5,288
161
$4.32M 0.13%
45,748
-1,248
162
$4.28M 0.12%
91,764
+862
163
$4.21M 0.12%
119,520
+1,710
164
$4.18M 0.12%
31,392
+10,006
165
$4.18M 0.12%
95,027
+7,585
166
$4.13M 0.12%
15,334
-1,882
167
$4.04M 0.12%
76,251
+7,775
168
$4.04M 0.12%
94,097
-63,858
169
$4.02M 0.12%
46,168
+5,190
170
$3.96M 0.11%
195,565
+20,856
171
$3.95M 0.11%
171,559
+6,184
172
$3.94M 0.11%
101,185
-2,302
173
$3.91M 0.11%
22,471
+1,204
174
$3.88M 0.11%
69,935
+1,976
175
$3.88M 0.11%
10,446
-857
5 6
7
8 9