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
201
$1.16M 0.12%
13,828
+5,339
202
$1.16M 0.12%
12,223
-1,187
203
$1.15M 0.12%
14,164
+330
204
$1.15M 0.12%
15,066
+3,896
205
$1.15M 0.12%
25,823
+5,542
206
$1.15M 0.12%
13,668
+7,952
207
$1.14M 0.12%
12,061
+275
208
$1.14M 0.12%
18,852
+3,272
209
$1.14M 0.12%
30,570
-1,000
210
$1.14M 0.12%
8,262
+694
211
$1.13M 0.12%
28,526
+9,169
212
$1.13M 0.12%
88,232
+15,620
213
$1.12M 0.12%
43,580
+10,640
214
$1.12M 0.12%
35,004
+8,051
215
$1.1M 0.12%
39,004
+9,082
216
$1.1M 0.12%
11,844
-18,299
217
$1.09M 0.12%
7,401
+2,531
218
$1.08M 0.12%
7,322
+1,563
219
$1.08M 0.11%
42,340
-10,660
220
$1.06M 0.11%
51,713
+3,988
221
$1.06M 0.11%
8,462
+1,388
222
$1.06M 0.11%
18,731
+11,108
223
$1.05M 0.11%
17,261
+13,076
224
$1.05M 0.11%
+5,497
225
$1.04M 0.11%
78,568
-1,519
7 8
9
10 11