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
$1.94B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
937
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$63.4M
3
+$36.1M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$22.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M

Top Sells

1
+$16.3M
2
+$6.5M
3
+$3.49M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.53M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.74M

Sector Composition

1 Technology 9.83%
2 Financials 5.09%
3 Consumer Discretionary 4.18%
4 Healthcare 3.94%
5 Communication Services 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.91M 0.1%
9,693
+725
202
$1.86M 0.1%
42,535
+28,458
203
$1.86M 0.1%
3,964
+225
204
$1.86M 0.1%
75,139
+4,205
205
$1.86M 0.1%
39,340
+2,869
206
$1.85M 0.1%
140,804
-8,968
207
$1.84M 0.09%
37,015
-10,320
208
$1.84M 0.09%
+60,909
209
$1.81M 0.09%
21,117
+1,105
210
$1.8M 0.09%
+79,132
211
$1.77M 0.09%
35,492
+26,138
212
$1.76M 0.09%
12,200
-765
213
$1.74M 0.09%
55,910
+31,210
214
$1.74M 0.09%
10,559
+533
215
$1.73M 0.09%
27,622
+2,928
216
$1.72M 0.09%
20,741
+10,869
217
$1.72M 0.09%
57,471
+11,942
218
$1.71M 0.09%
30,057
+3,306
219
$1.71M 0.09%
34,193
+8,469
220
$1.71M 0.09%
386,727
-75,313
221
$1.7M 0.09%
47,398
+1,565
222
$1.7M 0.09%
17,502
-696
223
$1.7M 0.09%
84,877
+6,275
224
$1.7M 0.09%
10,511
+1,230
225
$1.69M 0.09%
92,996
+6,759
7 8
9
10 11