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
$1.69B
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.45M
3
+$6.04M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.64M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$4.46M

Top Sells

1
+$10.4M
2
+$10.3M
3
+$7.75M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.92M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$6.38M

Sector Composition

1 Technology 11.92%
2 Consumer Discretionary 5%
3 Financials 4.83%
4 Communication Services 4.57%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.45M 0.15%
18,373
-990
177
$2.42M 0.14%
160,747
+10,843
178
$2.42M 0.14%
+55,088
179
$2.4M 0.14%
7,933
+708
180
$2.38M 0.14%
25,109
+1,121
181
$2.38M 0.14%
93,222
+4,786
182
$2.38M 0.14%
45,307
+7,513
183
$2.37M 0.14%
20,131
+1,015
184
$2.35M 0.14%
17,706
+1,556
185
$2.35M 0.14%
29,455
+910
186
$2.34M 0.14%
10,619
+85
187
$2.27M 0.13%
36,126
+2,328
188
$2.26M 0.13%
28,953
+7,357
189
$2.26M 0.13%
44,366
-66,454
190
$2.24M 0.13%
20,341
+153
191
$2.23M 0.13%
+67,849
192
$2.23M 0.13%
+70,496
193
$2.22M 0.13%
142,024
+29,829
194
$2.21M 0.13%
+63,820
195
$2.2M 0.13%
51,813
-300
196
$2.2M 0.13%
41,268
+4,192
197
$2.17M 0.13%
34,340
+1,817
198
$2.15M 0.13%
43,141
+1,120
199
$2.15M 0.13%
8,753
+1,062
200
$2.14M 0.13%
24,534
+1,044
6 7
8
9 10