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
176
$2.09M 0.14%
17,886
-12,128
177
$2.07M 0.14%
39,347
+226
178
$2.05M 0.14%
38,400
+19,534
179
$2.05M 0.14%
33,275
+662
180
$2.02M 0.14%
24,583
+1,814
181
$2.01M 0.14%
+25,967
182
$1.98M 0.14%
15,540
+4,074
183
$1.97M 0.13%
16,981
-7,157
184
$1.97M 0.13%
35,784
+792
185
$1.95M 0.13%
14,625
-5,070
186
$1.95M 0.13%
12,968
-143
187
$1.95M 0.13%
20,478
-12,926
188
$1.93M 0.13%
+76,372
189
$1.92M 0.13%
17,639
+270
190
$1.91M 0.13%
13,481
-3,425
191
$1.9M 0.13%
15,162
-4,371
192
$1.9M 0.13%
32,091
-665
193
$1.9M 0.13%
48,984
+2,696
194
$1.88M 0.13%
32,551
-1,268
195
$1.88M 0.13%
27,054
-8,386
196
$1.88M 0.13%
13,854
+2,014
197
$1.87M 0.13%
+49,554
198
$1.86M 0.13%
24,400
-64
199
$1.85M 0.13%
15,673
+2,725
200
$1.85M 0.13%
9,888
+883
6 7
8
9 10