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
201
$1.84M 0.13%
13,244
+2,450
202
$1.84M 0.13%
+137,903
203
$1.84M 0.13%
97,487
-5,669
204
$1.84M 0.13%
+36,451
205
$1.84M 0.13%
20,693
-2,375
206
$1.82M 0.12%
10,037
+1,605
207
$1.82M 0.12%
50,298
-48,548
208
$1.81M 0.12%
+66,527
209
$1.81M 0.12%
+3,662
210
$1.8M 0.12%
40,312
-1,180
211
$1.8M 0.12%
56,617
-6,827
212
$1.78M 0.12%
50,447
-28,465
213
$1.78M 0.12%
16,128
-1,036
214
$1.78M 0.12%
24,344
+3,842
215
$1.77M 0.12%
85,032
+5,451
216
$1.76M 0.12%
7,686
-175
217
$1.71M 0.12%
35,528
-7,245
218
$1.71M 0.12%
9,492
+3,913
219
$1.71M 0.12%
21,772
+15,854
220
$1.7M 0.12%
22,602
+5,309
221
$1.68M 0.12%
31,106
+3,484
222
$1.68M 0.11%
4,765
+178
223
$1.68M 0.11%
+37,225
224
$1.68M 0.11%
27,669
-15,159
225
$1.68M 0.11%
22,379
-841
7 8
9
10 11