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
276
$2.99M 0.07%
94,783
+528
277
$2.93M 0.06%
20,474
-897
278
$2.9M 0.06%
30,160
-4,821
279
$2.89M 0.06%
19,692
+201
280
$2.87M 0.06%
+10,158
281
$2.85M 0.06%
8,358
-293
282
$2.83M 0.06%
54,116
+14,899
283
$2.81M 0.06%
104,836
+1,769
284
$2.81M 0.06%
107,120
+3,708
285
$2.8M 0.06%
26,843
-1,661
286
$2.77M 0.06%
22,978
+1,750
287
$2.77M 0.06%
43,580
+39,241
288
$2.77M 0.06%
+52,576
289
$2.77M 0.06%
43,558
+7
290
$2.77M 0.06%
81,783
-1,415
291
$2.75M 0.06%
+38,339
292
$2.75M 0.06%
20,319
+14,589
293
$2.74M 0.06%
141,787
-339
294
$2.69M 0.06%
56,969
-700
295
$2.68M 0.06%
68,265
-842
296
$2.62M 0.06%
9,310
+298
297
$2.61M 0.06%
7,350
-59
298
$2.61M 0.06%
20,497
-899
299
$2.58M 0.06%
2,226
-18
300
$2.57M 0.06%
35,340
+1,939
10 11
12
13 14