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
276
$1.29M 0.09%
9,847
-541
277
$1.28M 0.08%
64,574
+30,243
278
$1.27M 0.08%
26,984
-2,146
279
$1.27M 0.08%
83,430
+9,630
280
$1.27M 0.08%
16,906
-1,506
281
$1.24M 0.08%
16,018
-374
282
$1.24M 0.08%
15,551
-21
283
$1.24M 0.08%
16,371
+631
284
$1.23M 0.08%
18,003
+3,674
285
$1.22M 0.08%
28,451
-38
286
$1.22M 0.08%
35,445
-3,321
287
$1.21M 0.08%
47,807
+29,390
288
$1.2M 0.08%
36,255
-5,753
289
$1.2M 0.08%
21,624
+2,905
290
$1.2M 0.08%
14,049
+503
291
$1.2M 0.08%
8,715
-73,679
292
$1.19M 0.08%
99,443
+83,836
293
$1.18M 0.08%
24,764
-4,971
294
$1.18M 0.08%
15,414
+401
295
$1.17M 0.08%
10,334
+1,547
296
$1.17M 0.08%
35,753
+2,621
297
$1.15M 0.08%
77,862
+34,135
298
$1.15M 0.08%
7,512
+480
299
$1.14M 0.08%
8,216
-611
300
$1.14M 0.08%
+23,221
10 11
12
13 14