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
251
$1.43M 0.09%
+71,470
252
$1.43M 0.09%
26,258
+6,775
253
$1.41M 0.09%
40,434
+14,639
254
$1.41M 0.09%
9,142
-343
255
$1.41M 0.09%
8,514
-206
256
$1.4M 0.09%
26,534
+21,790
257
$1.39M 0.09%
6,522
+180
258
$1.38M 0.09%
14,386
+561
259
$1.38M 0.09%
4,379
-409
260
$1.38M 0.09%
64,240
+43,296
261
$1.38M 0.09%
18,524
+4,079
262
$1.37M 0.09%
21,103
-13,577
263
$1.36M 0.09%
40,918
-3,000
264
$1.36M 0.09%
19,398
-1,222
265
$1.36M 0.09%
+45,529
266
$1.35M 0.09%
12,501
+1,572
267
$1.35M 0.09%
30,893
+24,609
268
$1.35M 0.09%
+43,367
269
$1.34M 0.09%
25,724
+7,811
270
$1.34M 0.09%
77,562
-66,212
271
$1.34M 0.09%
29,530
+2,220
272
$1.33M 0.09%
13,469
+7,493
273
$1.32M 0.09%
33,106
-6,237
274
$1.3M 0.09%
26,951
+261
275
$1.29M 0.09%
16,240
+859
9 10
11
12 13