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
176
$1.34M 0.14%
24,941
+3,436
177
$1.33M 0.14%
52,873
+7,431
178
$1.32M 0.14%
17,497
+766
179
$1.32M 0.14%
62,016
-837
180
$1.3M 0.14%
47,562
+11,815
181
$1.27M 0.14%
+19,148
182
$1.27M 0.13%
64,573
+53,958
183
$1.26M 0.13%
39,583
+16,160
184
$1.26M 0.13%
22,457
+2,954
185
$1.26M 0.13%
19,120
+4,754
186
$1.25M 0.13%
95,567
+5,257
187
$1.25M 0.13%
51,750
188
$1.24M 0.13%
68,020
189
$1.24M 0.13%
5,635
+296
190
$1.23M 0.13%
9,365
+279
191
$1.23M 0.13%
7,272
+1,090
192
$1.22M 0.13%
+64,704
193
$1.22M 0.13%
207,800
+135,960
194
$1.21M 0.13%
18,916
+3,268
195
$1.2M 0.13%
30,420
-9,270
196
$1.2M 0.13%
54,720
+25,520
197
$1.19M 0.13%
124,698
198
$1.17M 0.12%
+40,606
199
$1.17M 0.12%
26,445
-9,465
200
$1.16M 0.12%
98,200
6 7
8
9 10