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
$1.51B
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$6.68M
3
+$4.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.71M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$3.21M

Top Sells

1
+$10.1M
2
+$6.65M
3
+$5.38M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.83M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.45M

Sector Composition

1 Technology 12.01%
2 Financials 5.07%
3 Healthcare 4.71%
4 Consumer Discretionary 4.04%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.56M 0.1%
21,902
+3,764
227
$1.56M 0.1%
31,122
-1,258
228
$1.56M 0.1%
17,023
+4,690
229
$1.55M 0.1%
39,602
+1,927
230
$1.55M 0.1%
122,183
+16,350
231
$1.55M 0.1%
142,080
-3,410
232
$1.54M 0.1%
6,814
-1,215
233
$1.54M 0.1%
35,873
-9,178
234
$1.54M 0.1%
77,696
+52,668
235
$1.54M 0.1%
88,696
+10,717
236
$1.53M 0.1%
66,550
-330
237
$1.52M 0.1%
48,380
-3,090
238
$1.52M 0.1%
34,346
+3,214
239
$1.51M 0.1%
13,702
-10,812
240
$1.48M 0.1%
2,437
+82
241
$1.48M 0.1%
19,385
-918
242
$1.48M 0.1%
10,856
-577
243
$1.48M 0.1%
47,886
+5,400
244
$1.48M 0.1%
14,109
+5,700
245
$1.46M 0.1%
37,566
+10,012
246
$1.45M 0.1%
6,909
-81
247
$1.45M 0.1%
23,469
+2,449
248
$1.44M 0.1%
14,363
+3,102
249
$1.44M 0.1%
30,264
-7,942
250
$1.43M 0.09%
32,486
+8,221
8 9
10
11 12