MA

Mutual Advisors Portfolio holdings

AUM $4.66B
1-Year Est. Return 17.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.54B
AUM Growth
+$536M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,348
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$22.9M
3
+$18.3M
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.6M

Top Sells

1
+$16.9M
2
+$15.6M
3
+$11.6M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.9M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.19M

Sector Composition

1 Technology 11.91%
2 Financials 6.15%
3 Communication Services 3.22%
4 Healthcare 3.14%
5 Consumer Discretionary 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.9M 0.09%
27,984
+1,374
227
$3.89M 0.09%
171,937
-1,392
228
$3.86M 0.09%
181,282
+145,997
229
$3.83M 0.08%
227,135
+7,440
230
$3.82M 0.08%
229,900
-66,721
231
$3.73M 0.08%
28,040
+205
232
$3.73M 0.08%
36,404
-4,793
233
$3.7M 0.08%
97,124
+8,826
234
$3.66M 0.08%
38,223
+1,078
235
$3.64M 0.08%
19,385
+7,000
236
$3.63M 0.08%
57,589
+2,044
237
$3.62M 0.08%
12,350
+236
238
$3.62M 0.08%
51,606
+1,453
239
$3.59M 0.08%
24,601
-5,325
240
$3.58M 0.08%
11,678
+715
241
$3.56M 0.08%
41,560
-1,829
242
$3.53M 0.08%
9,482
+807
243
$3.52M 0.08%
70,703
+13,365
244
$3.5M 0.08%
95,108
+14,535
245
$3.49M 0.08%
39,450
+1,019
246
$3.48M 0.08%
6,057
+4
247
$3.42M 0.08%
34,068
-441
248
$3.42M 0.08%
35,229
+3,373
249
$3.41M 0.08%
20,421
-1,649
250
$3.39M 0.07%
57,612
+4
8 9
10
11 12