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
176
$3.84M 0.11%
17,000
+643
177
$3.83M 0.11%
3,619
-185
178
$3.82M 0.11%
194,173
+26,671
179
$3.81M 0.11%
203,574
-239,084
180
$3.75M 0.11%
74,108
-3,073
181
$3.72M 0.11%
46,285
-5
182
$3.67M 0.11%
54,701
-688
183
$3.55M 0.1%
38,770
-1,826
184
$3.54M 0.1%
77,463
+73,077
185
$3.5M 0.1%
130,354
+2,026
186
$3.48M 0.1%
171,397
+130,622
187
$3.46M 0.1%
5
188
$3.44M 0.1%
10,750
-606
189
$3.44M 0.1%
27,143
+4,942
190
$3.35M 0.1%
178,173
+137,946
191
$3.34M 0.1%
5,448
-62
192
$3.33M 0.1%
35,298
+289
193
$3.33M 0.1%
104,678
+20,941
194
$3.28M 0.1%
26,637
-3,004
195
$3.26M 0.09%
3,271
-133
196
$3.25M 0.09%
52,551
+767
197
$3.24M 0.09%
12,260
-301
198
$3.19M 0.09%
116,938
+16,203
199
$3.17M 0.09%
35,360
+1,759
200
$3.15M 0.09%
6,030
-85
6 7
8
9 10