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
251
$3.37M 0.07%
15,663
+213
252
$3.36M 0.07%
2,991
-26
253
$3.36M 0.07%
+49,129
254
$3.33M 0.07%
69,549
+1,067
255
$3.28M 0.07%
34,523
-4,045
256
$3.26M 0.07%
68,249
-1,053
257
$3.25M 0.07%
52,361
+4,300
258
$3.2M 0.07%
36,040
+949
259
$3.18M 0.07%
12,473
-1,156
260
$3.18M 0.07%
23,671
+20,113
261
$3.17M 0.07%
38,928
+22,430
262
$3.17M 0.07%
15,341
-272
263
$3.17M 0.07%
9,810
+7,016
264
$3.17M 0.07%
84,133
+3,425
265
$3.16M 0.07%
89,036
+5,387
266
$3.16M 0.07%
+66,423
267
$3.15M 0.07%
12,936
-284
268
$3.14M 0.07%
+116,542
269
$3.13M 0.07%
8,501
+541
270
$3.1M 0.07%
76,335
+27,942
271
$3.1M 0.07%
110,308
+96,594
272
$3.05M 0.07%
33,597
-5,034
273
$3.05M 0.07%
+156,307
274
$3.05M 0.07%
80,212
+9,369
275
$3.02M 0.07%
59,625
+332
9 10
11
12 13