MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$26M
3
+$11.7M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$10.7M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$10.4M

Top Sells

1
+$1.97M
2
+$1.44M
3
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$968K

Sector Composition

1 Technology 11.24%
2 Financials 5.58%
3 Consumer Discretionary 4.96%
4 Industrials 4.11%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$827K 0.13%
36,262
+1,063
202
$821K 0.12%
11,395
-466
203
$802K 0.12%
8,958
+115
204
$791K 0.12%
5,248
+157
205
$788K 0.12%
397
-16
206
$786K 0.12%
29,124
+2,042
207
$782K 0.12%
14,452
+467
208
$782K 0.12%
2,465
+933
209
$780K 0.12%
42,321
210
$778K 0.12%
23,900
+918
211
$776K 0.12%
22,281
+2,443
212
$765K 0.12%
14,117
+12
213
$763K 0.12%
8,028
-74
214
$761K 0.12%
31,665
-427
215
$761K 0.12%
50,748
216
$761K 0.12%
+36,600
217
$757K 0.11%
4,966
+7
218
$754K 0.11%
6,181
+147
219
$750K 0.11%
7,045
+5
220
$747K 0.11%
+31,200
221
$744K 0.11%
61,774
+23,178
222
$742K 0.11%
7,754
+315
223
$741K 0.11%
13,176
+5,721
224
$729K 0.11%
6,419
+389
225
$725K 0.11%
22,280
+860
7 8
9
10 11