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
201
$3.13M 0.09%
30,925
-1,768
202
$3.12M 0.09%
55,393
+741
203
$3.12M 0.09%
60,070
-4,991
204
$3.07M 0.09%
70,575
-501
205
$3.06M 0.09%
86,177
-38,594
206
$3.06M 0.09%
26,941
-4,645
207
$3.05M 0.09%
108,803
+408
208
$3.05M 0.09%
52,394
-4,029
209
$3.05M 0.09%
12,972
+3,478
210
$3.04M 0.09%
26,007
-1,120
211
$3.02M 0.09%
99,241
+4,606
212
$2.99M 0.09%
2,144
+24
213
$2.98M 0.09%
11,531
+169
214
$2.98M 0.09%
99,064
+137
215
$2.84M 0.08%
55,930
+4,029
216
$2.82M 0.08%
56,478
+3,081
217
$2.77M 0.08%
15,690
-261
218
$2.75M 0.08%
32,783
+4,443
219
$2.74M 0.08%
124,213
-118,107
220
$2.74M 0.08%
56,985
-459
221
$2.71M 0.08%
43,552
222
$2.66M 0.08%
61,747
-216
223
$2.66M 0.08%
37,422
-35,670
224
$2.64M 0.08%
22,372
+1,756
225
$2.63M 0.08%
14,869
-389
7 8
9
10 11